Scott Mehren, financial advisor Rocklin CA

Scott Mehren

CRD Number: 4249198
Current Firm: American Investors Co

Scott Mehren (CRD# 4249198) is an Investment Advisor Representative working at American Investors Co in Rocklin, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
American Investors Company San Ramon, CA Nov 2001 - Current 19
Optimum Strategies/scott Mehren Rocklin, CA Dec 2000 - Current 20
American Investors Company San Ramon, CA Aug 2000 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S66 NASAA Uniform Combined State Law Examination Nov 2001
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Scott C. Mehren
Phone Number: 925-866-2882
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    377
    MILLIONS
  • Total Number of Accounts
    1,831
    ACCOUNTS
  • Average Account Value
    $205,793
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, NV, NY, OR, TX, WA

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