Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Christopher Gill is a financial advisor with Cambridge Investment Research Advisors, Inc. Scott Gill has been in the financial services industry since 2009. Scott Gill has a Series 7, Series 6, Series 63, and Series 65 license. Scott Gill has experience with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth clients. Scott Gill is located in Santa Clara, California. The firm's main office is located in Fairfield, Iowa.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
01/02/2019 - Present
Cambridge Investment Research Advisors, Inc. (Santa Clara CA)
CA
04/19/2010 - 04/03/2018
CHARLES SCHWAB & CO., INC. (Sunnyvale CA)
CA
02/10/2009 - 03/30/2010
MML INVESTORS SERVICES, INC. (SAN JOSE CA)
IA
Issued 04/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Gill is the right advisor for you? Invested Better is here to help.
