Scott Marcum, financial advisor Lafayette IN

Scott Marcum

CRD Number: 1525813
Current Firm: Charles Schwab & Company, Inc.

Scott Marcum (CRD# 1525813) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lafayette, IN and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Harper Davies, LLC Lafayette, IN Jan 2008 - Current 16
Charles Schwab & Company, Inc. Indianapolis, IN Jul 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination May 2015
Contact Info for Scott A. Marcum
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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