1. Wealthminder
  2. Phoenix, AZ
Scott Given, financial advisor Phoenix AZ

Scott Given

CRD Number: 5548178
Current Firm: Charles Schwab & Company, Inc.

Scott Given (CRD# 5548178) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ Dec 2014 - Current 9
Charles Schwab Bank Phoenix, AZ Dec 2014 - Current 9
Stifel Nicolaus & Co Inc. Phoenix, AZ Jul 2012 - Dec 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Scott E. Given
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • 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, 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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