Steven Scott (CRD# 5932414) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 9 years of experience in the finance industry.
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5710119
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Manchester Financial, Inc. | Westlake Village, CA | May 2014 - Current | 6 |
| Wells Fargo Advisors | West Lake Village, CA | Dec 2012 - May 2014 | 1 |
| Bank Of America, N.a. | Westlake Village, CA | Jul 2011 - Dec 2012 | 1 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Westlake Village, CA | May 2011 - Dec 2012 | 1 |
| Unemployed | Westlake Village, CA | Jul 2010 - May 2011 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- CA
-
Total Assets Under Management758MILLIONS
-
Total Number of Accounts2,319ACCOUNTS
-
Average Account Value$326,853
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, ID, NC, NH, NV, NY, OR, TX, WA
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