Scott Utterback (CRD# 6906729) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Hope, PA and has over 3 years of experience in the finance industry.
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services LLC | New Hope, PA | Jan 2022 - Current | 2 |
| Lpl Financial LLC | New Hope, PA | Jan 2018 - Jan 2022 | 4 |
| Penn Wealth Accounting Group | New Hope, PA | Jan 2018 - Jan 2022 | 4 |
| Bbd, LLP | Philadelphia, PA | Jul 2019 - Nov 2019 | < 1 |
| Warminster Municipal Authority | Warminster, PA | Feb 2015 - Jun 2019 | 4 |
| Delaware Valley University | New Britain, PA | Jan 2017 - May 2019 | 2 |
| Delaware Valley University | New Britain, PA | Jan 2016 - May 2019 | 3 |
| Fred Beans Automotive | Doylestown, PA | Feb 2016 - Aug 2016 | < 1 |
| County Of Bucks | Ivyland, PA | Sep 2015 - Jan 2016 | < 1 |
| Bucks County Community College | Newtown, PA | Jun 2014 - Dec 2015 | 1 |
| Central Bucks School District | Doylestown, PA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- PA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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