Scott BloomCRD Number: 1055766
Current Firm: Centaurus Financial, Inc.
Scott Bloom (CRD# 1055766) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Santa Cruz, CA and has over 27 years of experience in the finance industry.
Opes Advisors, Inc.
Moneywise Financial Advisors
Nexus Wealth Advisors, LLC
|Centaurus Financial, Inc.||Santa Cruz, CA||Mar 1999 - Current||18|
|Pacific Tax Service||Santa Cruz, CA||Feb 1979 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
Total Assets Under Management1,044MILLIONS
Total Number of Accounts5,454ACCOUNTS
Average Account Value$191,349
- 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)
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV