Scott SerioCRD Number: 7088020
Current Firm: Cambridge Investment Research Advisors, Inc.
Scott Serio (CRD# 7088020) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Shreveport, LA and has over 3 years of experience in the finance industry.
Adkins Seale Capital Management LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Jul 2021 - Current||1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jul 2021 - Current||1|
|Modern Woodmen Of America||Rock Island, IL||Nov 2019 - Jul 2021||1|
|Mwa Financial Services Inv||Rock Island, IL||Nov 2019 - Jul 2021||1|
|Sagepoint Financial, Inc.||Shreveport, LA||May 2019 - Nov 2019||< 1|
|Serios' Feed And Seed Inc.||Bossier City, LA||Dec 2010 - Mar 2019||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- 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
- Educational seminars/workshops
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, WY
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