Scott WorkmanCRD Number: 6619368
Current Firm: Vanguard Advisers, Inc.
Scott Workman (CRD# 6619368) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 5 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|The Vanguard Group, Inc.||Malvern, PA||Feb 2016 - Current||5|
|Temple University||Philadelphia, PA||Jun 2014 - Dec 2015||1|
|Temple University||Philadelphia, PA||Aug 2011 - Dec 2015||4|
|United Parcel Service||Neuss, North Rhine-westphalia,||May 2015 - Aug 2015||< 1|
|Jimmy John's||Philadelphia, PA||Oct 2012 - Aug 2013||< 1|
|Temple University||Philadelphia, PA||May 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2016|
|S65||NASAA Investment Advisors Law Examination||May 2018|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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