Scoby Zook

Scoby Zook (CRD# 111214) is a financial advisory firm headquartered in Inverness, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Scoby Zook
Showing 1 - 1 of 1 top financial advisors.
Scoby A. Zook
CRD#: 2212486
Inverness, CA

Scoby Zook (CRD# 2212486) is an Investment Advisor Representative working at Scoby Zook in Inverness, CA and has 1 year of experience in the finance industry. Scoby Zook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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