Robert Scott, financial advisor Pagosa Springs CO
93 score

Robert Scott

CRD Number: 1960904
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Scott (CRD# 1960904) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pagosa Springs, CO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Pagosa Springs, CO Jan 2009 - Current 7
Scott Strategic Investments Pagosa Springs, CO Sep 2007 - Current 9
Raymond James Financial Services Pagosa Springs, CO Feb 2007 - Current 9
Dsd Investments, LLC Pagosa Springs, CO Feb 2007 - Current 9
Edward D. Jones & Company, LP Pagosa Springs, CO Aug 1998 - Feb 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Robert D. Scott
Phone Number: 727-567-5877
Registered State(s):
  • CO
  • TX
  • NM
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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