Unclaimed
Scott Anderson is a financial advisor at B. Riley Wealth Advisors, Inc. Scott is licensed in 28 states and has been providing financial advice for over 20 years. Scott specializes in financial planning and portfolio management for businesses and individuals. He also offers educational seminars and helps clients select other advisors if needed. Scott has been a part of the team at B. Riley Wealth Advisors, Inc. for over 20 years, having previously worked for Morgan Keegan & Company, Inc.
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.
1
2
FL
08/05/2022 - Present
B. Riley Wealth Advisors, Inc. (Inlet Beach FL)
TN
02/25/2000 - 11/11/2010
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 03/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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