Scott Berglund, financial advisor Roanoke VA

Scott Berglund

CRD Number: 2311935
Current Firm: Elk Hill Advisors, Inc.

Scott Berglund (CRD# 2311935) is an Investment Advisor Representative working at Elk Hill Advisors, Inc. in Roanoke, VA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Elk Hill Advisors, Inc. Roanoke, VA Sep 1992 - Current 31
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 1993
Contact Info for Scott W. Berglund
Phone Number: 540-774-4603
Registered State(s):
  • VA
Current Firm Details
Elk Hill Advisors, Inc.
Firm's CRD Number: 117275
By the Numbers
  • Total Assets Under Management
    95
    MILLIONS
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $263,945
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

VA

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