Scott Garbutt (CRD# 852029) is an Investment Advisor Representative working at Strategis Financial Group, Inc. in Provo, UT and has over 40 years of experience in the finance industry. Scott Garbutt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategis Financial Group, Inc. Dba Strategis Insurance Group | Provo, UT | May 2008 - Current | 15 |
| Garbutt Family Investments, L.c. | Provo, UT | May 1998 - Current | 25 |
| Strategis Financial Group, Inc. | Provo, UT | Jan 1991 - Current | 33 |
| First Western Advisors | Holladay, UT | Jan 2012 - May 2017 | 5 |
| Capital Mgmt Real Estate Holdings Lc | Provo, UT | Aug 1993 - Aug 2014 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1984 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1991 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- FL
- UT
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Total Assets Under Management9MILLIONS
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Total Number of Accounts74ACCOUNTS
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Average Account Value$119,040
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, FL, UT
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