Scott Loney, financial advisor West Bloomfield MI
90 score

Scott Loney

CRD Number: 6074146
Current Firm: Cambridge Investment Research Advisors, Inc.

Scott Loney (CRD# 6074146) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in West Bloomfield, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Jun 2014 - Current 2
Cambridge Investment Research Advisors Fairfield, IA Jun 2014 - Current 2
Self Employed West Bloomfield, MI Jun 2008 - Current 8
Wells Fargo Advisors, LLC Farmington Hills, MI Jun 2012 - Nov 2013 1
Bullseye Telecom, Inc. Oak Park, MI May 1999 - Jun 2008 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Scott Loney
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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