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Scott Alan Rider

Castleoak Securities, LP

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About Scott Alan Rider

Scott Alan Rider is a financial advisor with over 20 years of experience in the financial services industry. Scott has held previous roles with Finacor Securities and Seattle-Northwest Securities Corporation. Scott is currently registered with Castleoak Securities, LP. He holds a Series 7, Series 63 and Series 99TO license, and is registered with the state of Oregon. Scott is a registered representative and investment advisor representative, and is able to provide a wide range of financial services to his clients, including investment advice, retirement planning and wealth management.

Firm Information

Scott Rider is currently registered with Castleoak Securities, LP. Castleoak Securities, LP is a Partnership formed in July 2004. It is registered with the SEC and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Scott Rider’s Registration & Firm History

OR

06/28/2010 - Present

Castleoak Securities, LP (Portland OR)

OR

04/10/2007 - 06/07/2010

FINACORP SECURITIES (PORTLAND OR)

OR

07/07/1999 - 04/03/2007

SEATTLE-NORTHWEST SECURITIES CORPORATION (PORTLAND OR)

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Licenses & Designations

BC

Issued 07/09/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Alan Rider.
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