Scott Buchanan (CRD# 4627659) is an Investment Advisor Representative working at Royal American Financial Advisors, LLC in Menifee, CA and has over 19 years of experience in the finance industry.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal American Financial Advisors, LLC | Menifee, CA | Jan 2005 - Current | 19 |
| Royal American Insurance Services, LLC | Menifee, CA | Apr 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2005 |
- CA
- TX
-
Total Assets Under Management98MILLIONS
-
Total Number of Accounts394ACCOUNTS
-
Average Account Value$248,469
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TX
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