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Ian James Scobie is an investment advisor representative with Cabana Asset Management. Ian has been in the industry since May 2019 and has been registered with the state of Colorado since November 2019. He has passed the Uniform Investment Adviser Law Examination (Series 65) and has experience working in various fields, including law, ranching, and outdoor education. Ian is also an office manager for a law firm in Denver, Colorado.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AR
11/12/2019 - Present
Cabana Asset Management (FAYETTEVILLE AR)
IA
Issued 11/12/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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