Scott ConradCRD Number: 4540198
Current Firm: Primerica Advisors
Scott Conrad (CRD# 4540198) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has 1 year of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Unison Health||Toledo, OH||Jun 2017 - Current||< 1|
|Pfs Investments Inc.||Worthington, OH||May 2002 - Current||15|
|Primerica Financial Services||Worthington, OH||Jan 2002 - Current||16|
|Hospice Of Northwest Oh||Perrysburg, OH||May 2016 - May 2017||1|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management446MILLIONS
Total Number of Accounts3,814ACCOUNTS
Average Account Value$116,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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