SO
SO

Scott Ollerenshaw

34 Years of Experience
Corvallis, OR
Broker

Scott Ollerenshaw is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Corvallis, OR, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

2332 NW Professional Dr, Corvallis, OR, 97330

Get directions

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.

Learn about disclosures →
Other Business Activities

Scott owns rental real estate properties, including one through Lindlor since 2019 and another vacation home. He also operates his Raymond James independent practice under the business name Ollerenshaw Wealth Management.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2018 - Present · 8 yrs 1 mo
Raymond James Financial Services, INC.
August 2018 - Present · 8 yrs 1 mo
Raymond James Financial Services, INC.Broker
August 2018 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2017 - August 2018 · 1 yr 2 mos
Wells Fargo Advisors Financial Network, LLC
June 2017 - August 2018 · 1 yr 2 mos
Wells Fargo Clearing Services, LLC
June 2008 - June 2017 · 9 yrs
Wells Fargo Clearing Services, LLCBroker
June 2008 - June 2017 · 9 yrs
RBC Capital Markets Corporation
April 2002 - June 2008 · 6 yrs 2 mos
RBC Capital Markets CorporationBroker
May 2001 - June 2008 · 7 yrs 1 mo
U.S. Bancorp Piper Jaffray INC.Broker
November 1998 - June 2001 · 2 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
September 1997 - November 1998 · 1 yr 2 mos
U.S. Bancorp SecuritiesBroker
September 1992 - September 1997 · 5 yrs
Livingston Securities, INC.Broker
April 1991 - April 1992 · 1 yr
State Registrations28 states
ALAZCACOFLGAHIIAIDKSLAMDMOMSMTNCNENHNVNYOHORPASDTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Scott Ollerenshaw - Financial Advisor | TrueAdvisor