Unclaimed
Scott R. Butterfield is a registered investment advisor representative with LNW Wealth Management, LLC. Scott Butterfield has over 20 years of experience in the financial industry. Scott Butterfield is a Series 3, Series 7, and Series 66 licensed representative. Prior to joining LNW, Scott Butterfield was with Quellos Brokerage Services, LLC and Quellos Fund Services, LLC. Scott Butterfield specializes in financial planning, portfolio management, and selection of other advisers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
WA
12/04/2020 - Present
LNW (SEATTLE WA)
WA
10/24/2005 - 04/06/2006
QUELLOS FUND SERVICES, LLC (SEATTLE WA)
NJ
10/09/2000 - 10/24/2005
QUELLOS BROKERAGE SERVICES, LLC (PRINCETON NJ)
BOTH
Issued 11/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1999
Series 3 - National Commodity Futures Examination
Active
Inactive
Not sure Scott Butterfield is the right advisor for you? Invested Better is here to help.