Scott Pearring, financial advisor Campbell CA

Scott Pearring

CRD Number: 5860998
Current Firm: Seek First Inc.

Scott Pearring (CRD# 5860998) is an Investment Advisor Representative working at Seek First Inc. in Campbell, CA and has over 13 years of experience in the finance industry. Scott Pearring 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.

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Professional Designations
Company Name Location Dates Years
Seek First Inc. Dba Seek First Investments Campbell, CA Jan 2021 - Current 3
Seek First, Inc. Campbell, CA Jan 2019 - Current 5
Expand Financial Group, LLC Burleson, TX May 2018 - Current 5
G.a. Repple & Company Casselberry, FL Sep 2010 - May 2018 7
David Bennett - Financial Firm Roseville, CA Jun 2010 - May 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Scott J. Pearring
Phone Number: 866-398-4044
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    135
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $900,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, WA

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