Scott Wharton (CRD# 6322228) is an Investment Advisor Representative working at Retirement Solutions Investments, Inc. in Provo, UT and has over 10 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Solutions Investments, Inc. | Provo, UT | Apr 2014 - Current | 10 |
| Wharton Properties, LLC | Payson, UT | Dec 2010 - Current | 13 |
| Retirement Solutions, Inc. | Provo, UT | Jun 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- UT
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts413ACCOUNTS
-
Average Account Value$71,186
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
UT
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