Austin Scott (CRD# 6762180) is an Investment Advisor Representative working at Arbor Point Advisors in Wenatchee, WA and has over 6 years of experience in the finance industry. Austin Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5471160
Edward Jones
CRD# 4535419
Blackburn Financial
CRD# 5273233
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Wenatchee, WA | Sep 2022 - Current | 1 |
| Arbor Point Advisors | Wenatchee, WA | Sep 2022 - Current | 1 |
| Ameriprise Financial Services, Inc. | Bellevue, WA | Feb 2017 - Sep 2022 | 5 |
| Edward Rose & Sons | Kalamazoo, MI | May 2016 - Feb 2017 | < 1 |
| Timber Trails Taxidermy | Spruce, MI | Feb 2009 - Dec 2016 | 7 |
| Jaqua Realtors | Kalamazoo, MI | Jul 2015 - May 2016 | < 1 |
| Western Michigan University | Kalamazoo, MI | Sep 2012 - Apr 2016 | 3 |
| The Spirit Shoppe | Kalamazoo, MI | Sep 2014 - Jul 2015 | < 1 |
| Student Painters | Macomb, MI | Jan 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- TX
- WA
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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- Pension consulting services
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- Educational seminars/workshops
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