Harold ScattergoodCRD Number: 412133
Current Firm: 1914 Advisors
Harold Scattergood (CRD# 412133) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 38 years of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Lpl Financial LLC
|Boenning & Scattergood, Inc.||West Conshohocken, PA||Jul 1970 - Current||52|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
|S65||NASAA Investment Advisors Law Examination||Aug 1994|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,158MILLIONS
Total Number of Accounts1,321ACCOUNTS
Average Account Value$876,322
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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