Casey Scott (CRD# 1782910) is an Investment Advisor Representative working at Scott Capital Advisors, LLC in Portland, OR and has over 36 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scott Capital Advisors, LLC | Portland, OR | Jul 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Portland, OR | Nov 2016 - Jul 2020 | 3 |
| Wells Fargo Advisors LLC | Portland, OR | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1992 |
- OR
-
Total Assets Under Management919MILLIONS
-
Total Number of Accounts815ACCOUNTS
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Average Account Value$1,127,930
- 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)
AZ, CA, FL, ID, MD, NV, OR, TX, WA
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