Jeffrey ScangaCRD Number: 5996979
Current Firm: Water Oak Advisors, LLC
Jeffrey Scanga (CRD# 5996979) is an Investment Advisor Representative working at Water Oak Advisors, LLC in Winter Park, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Water Oak Advisors, LLC||Winter Park, FL||Oct 2011 - Current||6|
|Bny Mellon||Lake Mary, FL||Mar 2006 - Sep 2011||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management1,448MILLIONS
Total Number of Accounts1,597ACCOUNTS
Average Account Value$906,512
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, CA, DC, FL, GA, MA, MD, ME, MI, MN, MS, NC, NE, NJ, OH, PA, SC, TN, TX, UT, VA