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.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
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 |
- CA
- WA
-
Total Assets Under Management135MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$900,000
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, WA
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