![Scott Pederson, financial advisor Walnut Creek CA](/img/ws/profile-blank-sq.png)
Scott Pederson (CRD# 2059828) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Walnut Creek, CA and has over 34 years of experience in the finance industry.
![William Browne, financial advisor Walnut Creek CA](/img/ws/profile-blank-sq.png)
CRD# 4461199
Monetary Management Corporation
![Scott Yi, financial advisor Walnut Creek CA](/img/ws/profile-blank-sq.png)
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Folsom, CA | Jun 2024 - Current | < 1 |
Osaic Wealth, Inc. | Folsom, CA | Jun 2024 - Current | < 1 |
Provident Credit Union | Walnut Creek, CA | May 2008 - Current | 16 |
Securities America Advisors | Walnut Creek, CA | Jan 2018 - Jun 2024 | 6 |
Securities America, Inc. | Walnut Creek, CA | Dec 2016 - Jun 2024 | 7 |
Cue Financial Group, Inc. | Hayward, CA | Apr 2008 - Dec 2017 | 9 |
Foothill Securities, Inc. | Hayward, CA | Aug 2009 - Dec 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1990 |
S65 | NASAA Investment Advisors Law Examination | Mar 2001 |
- CA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- 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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