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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Onedigital Investment Advisors

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Scott Brandon Dooley is an investment advisor representative with Onedigital Investment Advisors. Scott has been in the industry since 1996 and has experience with a variety of financial products and services. Scott is registered in Colorado as an investment advisor representative and has passed the Series 7, 63, 26 and SIE examinations. Scott has experience working with a variety of clients including high net worth individuals, charitable organizations, pension and profit-sharing plans, individuals other than high net worth, state or municipal government entities, and corporations or other businesses. Scott also has experience working with pooled investment vehicles. Scott offers a variety of advisory services including financial planning, portfolio management for individuals, portfolio management for businesses, pension consulting, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

SEATTLE, WA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Scott Michael Merriman is a registered investment advisor with RBC Capital Markets, LLC. Scott has been in the industry since 1991, and has a long history of providing financial advice to individuals, families, and businesses. Scott is currently registered in 43 states and is also a registered investment advisor in Texas. Scott has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Scott is a highly experienced and respected advisor, and is committed to providing his clients with the highest level of service. Scott is also a owner in several real estate properties.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

AUGUSTA, GA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Scott Sewell is a financial advisor with over 30 years of experience in the industry. Scott is registered to provide securities and investment advisory services in multiple states. Scott is a registered representative of Stifel, Nicolaus & Company, Inc. and is a member of FINRA. Scott specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Principal Asset Management

location

BOONTON TWP, NJ

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Scott Brown is a financial advisor with over 20 years of experience in the industry. Scott Brown has a Series 6, 7, and 63 license and is currently registered with Principal Asset Management in Boonton Township, New Jersey. Scott Brown also holds the Series 65 license and is registered as an Investment Advisor Representative. Scott Brown's prior experience includes roles at Guggenheim Funds Distributors, LLC, Transamerica Capital, Inc, AIG Capital Services, Inc., John Hancock Funds, LLC, Guardian Investor Services LLC, AllianceBernstein Investments, Inc., Tower Square Securities, Inc., and New England Securities. Scott Brown is a dedicated and experienced advisor who is committed to providing clients with personalized financial planning and investment advice.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SPREAD LENDING MANAGEMENT AND ADVICE; ASSET ALLOCATION SERVICES; PROVIDING MODEL PORTFOLIOS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stonepoint Capital, LLC

location

NASHVILLE, TN

0 Disclosures

ADVISOR BIO

Scott Greenwood is a financial professional with over 10 years of experience in the industry. Scott Greenwood is currently registered with Stonepoint Capital, LLC and is actively pursuing his professional career. In the past, Scott Greenwood was also associated with Trustcore Investments, Inc. and Raymond James Financial Services, Inc. Scott Greenwood holds the Series 66 and Series 7 licenses. Scott Greenwood provides financial planning services and acts as a financial planner. Scott Greenwood also specializes in working with high-net-worth individuals, pooled investment vehicles, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
BUSINESS/TAX CONSULTING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

BOK Financial Securities, Inc.

location

Tulsa, OK

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Scott Bradley Grauer is a financial advisor who has been in the industry since 1986. He is currently registered with BOK Financial Securities, Inc. and has been with the firm since 1995. Scott is also affiliated with CAVANAL HILL DISTRIBUTORS, INC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Scott Michael Sullivan is a financial advisor at Robert W. Baird & Co. Inc., with over 30 years of experience in the industry. Scott is licensed in 34 states and has passed Series 63, SIE and Series 7 exams. Scott has worked at Robert W. Baird & Co. Inc. since 1990, providing investment advisory services and financial planning for a diverse clientele. Scott is experienced in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

BOSTON, MA

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Scott Grenert is an investment advisor with RBC Capital Markets, LLC, who has been active in the industry since 1987. He is registered with the state of Rhode Island. Previously, Scott Grenert worked at First Republic Securities Company, LLC, JP Morgan Securities LLC, Deutsche Bank Securities Inc., RBC Dain Rauscher Inc., UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Securities Incorporated, and PaineWebber Incorporated. Scott Grenert specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stancorp Investment Advisers, Inc.

location

Atlanta, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Scott Fuller Perkins is a registered representative with Stancorp Equities, Inc. and an investment adviser representative with Stancorp Investment Advisers, Inc., both subsidiaries of Standard Financial Group. Scott has been in the financial services industry since 1997. Scott is currently registered with the state of Georgia and has been registered with 11 other states. Scott is also a registered principal with the Financial Industry Regulatory Authority (FINRA). Scott's specializations include retirement planning, investment management, and financial planning. Scott is also a musician and songwriter.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Mariner Wealth | CFP ® (Certifications)

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Scott Thomas McGehee is a financial advisor at Mariner Wealth. Scott has been in the financial industry since 2013 and holds the Series 65 license. Scott is also a Certified Financial Planner. Scott has experience working with a variety of clients, including high-net-worth individuals, corporations, pension plans, and insurance companies. Scott provides a variety of financial services, including financial planning, portfolio management, and educational seminars. Scott is a member of the Kansas State University Department of Personal Financial Planning Advisory Board and the Kc Healthy Kids Board.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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