Scott St Clair (CRD# 7321241) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 2 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Saturna Capital Corporation | Bellingham, WA | Dec 2020 - Current | 3 |
Saturna Brokerage Services | Bellingham, WA | Dec 2020 - Current | 3 |
Unemployed | Bellingham, WA | Jul 2020 - Nov 2020 | < 1 |
Western Washington University | Bellingham, WA | Sep 2018 - Jun 2020 | 1 |
Unemployed | Bellingham, WA | Jul 2018 - Aug 2018 | < 1 |
Western Washington University | Bellingham, WA | Sep 2016 - Jun 2018 | 1 |
Unemployed | Bellingham, WA | Jul 2016 - Aug 2016 | < 1 |
Western Washington University | Bellingham, WA | Sep 2014 - Jun 2016 | 1 |
Unemployed | Boise, ID | Jul 2014 - Aug 2014 | < 1 |
Centennial High School | Boise, ID | Aug 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- WA
-
Total Assets Under Management6,644MILLIONS
-
Total Number of Accounts115ACCOUNTS
-
Average Account Value$57,771,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, FL, GA, IL, IN, MD, MI, NV, NY, OH, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.