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Scott Burnett

43 Years of Experience
Cottonwood Heights, UT
Broker

Scott Burnett is a registered investment advisor at Raymond James & Associates, INC., based in Cottonwood Heights, UT, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6985 Union Park Ave, Suite 500, Cottonwood Heights, UT, 84047

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Scott is an officer (Treasurer and Board Member) for Trout's Ranch HOA since 2010, which is investment-related. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2024 - Present · 1 yr 11 mos
Raymond James & Associates, INC.Broker
August 2024 - Present · 1 yr 11 mos
Previous Registrations
Zions Direct, INC.Broker
January 2006 - August 2024 · 18 yrs 7 mos
Zions Capital Advisors, INC.
January 2006 - August 2024 · 18 yrs 7 mos
Wells Fargo Brokerage Services, L.L.C.Broker
September 2000 - December 2005 · 5 yrs 3 mos
Zions Investment Securities, INC.Broker
July 1994 - January 2001 · 6 yrs 6 mos
Llama CompanyBroker
September 1992 - April 1994 · 1 yr 7 mos
Lehman Brothers Kuhn Loeb IncorporatedBroker
December 1982 - June 1984 · 1 yr 6 mos
Dean Witter Reynolds INC.Broker
April 1982 - October 1993 · 11 yrs 6 mos
State Registrations12 states
AZCACOIDKSMTNENVTXUTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.