Scott Reiber (CRD# 7037633) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 5 years of experience in the finance industry.
CRD# 4992131
Stifel, Nicolaus & Company, Incorporated
CRD# 4718596
Law Office Of Kevin Adams, Pllc
CRD# 6679672
Center For Financial Planning Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Concorde Investment Services, LLC | Livonia, MI | Apr 2021 - Current | 3 |
Concorde Asset Management, LLC | Livonia, MI | Apr 2021 - Current | 3 |
Independant Insurance Agent- Scott Reiber | Valencia, CA | Jun 2017 - Current | 7 |
Sterling Oaks Real Estate Inc. | Valencia, CA | Jan 2012 - Current | 12 |
World Financial Group, Inc. | Valencia, CA | Jul 2018 - Apr 2022 | 3 |
Scf Securities, Inc. | Fresno, CA | Dec 2020 - Apr 2021 | < 1 |
Scf Investment Advisors, Inc. | Fresno, CA | Dec 2020 - Apr 2021 | < 1 |
Packerland Brokerage Services | Green Bay, WI | Jul 2019 - Dec 2020 | 1 |
Pruplebricks Realty Inc. | Irvine, CA | Jan 2009 - Aug 2019 | 10 |
Transamerica Financial Advisors, Inc. | Valencia, CA | Oct 2018 - Apr 2019 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2019 |
S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- CA
-
Total Assets Under Management395MILLIONS
-
Total Number of Accounts2,510ACCOUNTS
-
Average Account Value$157,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.