Roger Scott (CRD# 1034042) is an Investment Advisor Representative working at Scott Value Investing in Bellingham, WA and has over 23 years of experience in the finance industry. Roger Scott 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# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scott Value Tax Services | Seattle, WA | Jul 2004 - Current | 19 |
| Scott Value Investing | Seattle, WA | Nov 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
- WA
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Total Assets Under Management2MILLIONS
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Total Number of Accounts9ACCOUNTS
-
Average Account Value$188,889
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
WA
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