Scott Covey, financial advisor Santa Fe NM

Scott Covey

CRD Number: 4274885
Current Firm: Cuna Brokerage Services, Inc.

Scott Covey (CRD# 4274885) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Santa Fe, NM and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA May 2014 - Current 6
Cuna Brokerage Services, Inc. Waverly, IA May 2014 - Current 6
Various Insurance Carriers For W&r Insurance Agencies Santa Fe, NM Mar 2013 - May 2014 1
Waddell & Reed, Inc. Santa Fe, NM Dec 2012 - May 2014 1
Investment Professionals Inc. Santa Fe, NM Nov 2005 - Dec 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Scott D. Covey
Phone Number: 319-352-4090
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    2,789
    MILLIONS
  • Total Number of Accounts
    11,478
    ACCOUNTS
  • Average Account Value
    $243,002
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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