Rex Scott, financial advisor Mount Vernon IL

Rex Scott

CRD Number: 3141269
Current Firm: Cetera Investment Advisers LLC

Rex Scott (CRD# 3141269) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mount Vernon, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Scott Wealth Management, LLC Mt Vernon, IL Jan 2022 - Current 2
Cetera Investment Advisers LLC Schaumburg, IL Jul 2001 - Current 22
Cetera Financial Specialists LLC Schaumburg, IL Nov 1999 - Current 24
Scotts Accounting And Tax Service Mt. Vernon, IL Jan 1983 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination Jun 2001
Contact Info for Rex W. Scott
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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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Data verified by both the advisor and the public regulatory data.

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