Scott Chon (CRD# 1550976) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Murrieta, CA and has over 25 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 5440273
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors Inc. | Murrieta, CA | Jun 1999 - Current | 24 |
| Securities America, Inc. | Murrieta, CA | Jan 1998 - Current | 26 |
| News Financial & Insurance Services, Inc. | Anaheim, CA | Sep 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 1998 |
- CA
- NV
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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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