Scott WertzCRD Number: 2154685
Current Firm: Huntington Financial Advisors
Scott Wertz (CRD# 2154685) is an Investment Advisor Representative working at Huntington Financial Advisors in Melrose Park, IL and has over 25 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|The Huntington Investment Company||Mount Prospect, IL||Feb 2017 - Current||3|
|Lpl Financial LLC||Hillside, IL||Sep 2013 - Current||6|
|Firstmerit Bank, N.a.||Hillside, IL||Mar 2013 - Current||7|
|Firstmerit Financial Services||Hillside, IL||Mar 2013 - Sep 2013||< 1|
|Cco Investment Services Corp||Lombard, IL||Mar 2010 - Mar 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1995|
|S65||NASAA Investment Advisors Law Examination||Feb 2001|
Total Assets Under Management1,903MILLIONS
Total Number of Accounts17,513ACCOUNTS
Average Account Value$108,683
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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
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