Scott Marsh (CRD# 1215597) is an Investment Advisor Representative working at Scott Marsh Financial, LLC in Salt Lake City, UT and has over 40 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intermountain Financial Services, Inc. | Heber City, UT | Apr 1995 - Current | 29 |
| Scott C. Marsh Financial | Salt Lake City, UT | Oct 1980 - Current | 43 |
| The Professional Education Institute | Salt Lake City, UT | Sep 1979 - Current | 44 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1983 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
- UT
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts522ACCOUNTS
-
Average Account Value$282,048
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
UT
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