Scott Brooks (CRD# 7227609) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has over 2 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wambolt & Associates, LLC | Littleton, CO | Jun 2021 - Current | 2 |
| Colorado State University | Fort Collins, CO | May 2017 - May 2021 | 4 |
| Tarantino Wealth Management | Fort Collins, CO | Feb 2020 - Feb 2021 | 1 |
| Red Diamond Roofing | Denver, CO | Jan 2019 - Jan 2020 | 1 |
| Moorpark High School | Moorpark, CA | Apr 2013 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- CO
-
Total Assets Under Management565MILLIONS
-
Total Number of Accounts1,849ACCOUNTS
-
Average Account Value$305,409
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, KS, NE, NH, OK, TX, WA
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