Noah Scruggs (CRD# 6796760) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williamsburg, VA and has over 5 years of experience in the finance industry. Noah Scruggs 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# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Williamsburg, VA | Mar 2024 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Williamsburg, VA | Apr 2019 - Mar 2024 | 4 |
| Raymond James Financial Services, Inc. | Williamsburg, VA | Sep 2018 - Mar 2024 | 5 |
| College Of William And Mary | Williamsburg, VA | Aug 2017 - Mar 2024 | 6 |
| Davenport And Company | Richmond, VA | Jun 2018 - Aug 2018 | < 1 |
| Compass Wealth Strategies | Williamsburg, VA | May 2017 - May 2018 | 1 |
| Thomas Nelson Community College | Williamsburg, VA | Jun 2016 - May 2017 | < 1 |
| Campus Developments | Williamsburg, VA | May 2012 - Aug 2016 | 4 |
| Jamestown High School | Williamsburg, VA | Jun 2012 - Jun 2016 | 4 |
| Friends Of Lara Overy | Williamsburg, VA | May 2015 - Nov 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- TX
- VA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Publication of periodicals or newsletters
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