Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Critchfield is a financial advisor with Benjamin F. Edwards & Company, Inc. Scott has been in the financial services industry since 1996. Scott has a variety of licenses and certifications, including Series 7, Series 24, Series 63 and Series 10. Scott is also a Certified Financial Planner. Scott provides financial planning, portfolio management and investment advice to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
MO
01/04/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
KS
07/21/2021 - 12/22/2021
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
07/01/2015 - 07/21/2021
WADDELL & REED (OVERLAND PARK KS)
MO
01/01/2008 - 04/04/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
04/03/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
01/29/1993 - 04/29/1996
ROOSEVELT EQUITY CORPORATION (NEW YORK NY)
BC
Issued 06/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 04/09/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/10/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1991
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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