Scott West (CRD# 2095791) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Malvern, PA and has over 10 years of experience in the finance industry.
CRD# 4275229
Raymond James Financial Services Advisors, Inc.
CRD# 4837485
Cuso Financial Services
CRD# 4581631
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Retirement Solutions | Malvern, PA | Jul 2018 - Current | 5 |
| Transamerica Investors Securities Corporation | Malvern, PA | Jul 2018 - Current | 5 |
| Ameriprise Financial Services, Inc. | Exton, PA | Mar 2017 - May 2018 | 1 |
| Foreside Fund Services, LLC | Portland, ME | Sep 2015 - Mar 2017 | 1 |
| Acess Distribution Partners, LLC | Wilmington, DE | May 2015 - Mar 2017 | 1 |
| Pacer Financial, Inc. | Paoli, PA | May 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- PA
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Total Assets Under Management12,680MILLIONS
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Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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