Scott SayreCRD Number: 1380810
Current Firm: The Insight Group, Inc.
Scott Sayre (CRD# 1380810) is an Investment Advisor Representative working at The Insight Group, Inc. in Salt Lake City, UT and has over 28 years of experience in the finance industry. Scott Sayre 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.
Uma Financial Services Inc.
|The Insight Group, Inc.||Salt Lake City, UT||Oct 2004 - Current||13|
|The Insight Group Insurance Agency, LLC||Salt Lake City, UT||Oct 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1989|
Total Assets Under Management504MILLIONS
Total Number of Accounts1,188ACCOUNTS
Average Account Value$423,854
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, TX, UT, WA