![Scott McGillivray, financial advisor Salem OR](/img/ws/profile-blank-sq.png)
Scott McGillivray (CRD# 6228999) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salem, OR and has over 9 years of experience in the finance industry.
![Bethany Abeln, financial advisor Salem OR](/img/ws/profile-blank-sq.png)
CRD# 6375005
Edward Jones
![Eric Adler, financial advisor Salem OR](/img/ws/profile-blank-sq.png)
CRD# 2113992
Mariner Wealth
![Stephen Altman, financial advisor Salem OR](/img/ws/profile-blank-sq.png)
CRD# 2795104
True Private Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
Great Oak Advisors Inc, Dba Great Oak Financial | Salem, OR | Apr 2022 - Current | 2 |
Cetera Advisors LLC | Denver, CO | Sep 2014 - Current | 9 |
Covanta Energy | Salem, OR | Nov 2003 - Mar 2015 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- OR
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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