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Denise Scher

32 Years of Experience
Eugene, OR
Broker

Denise Scher is a registered investment advisor at Usi Securities, INC., based in Eugene, OR, with 32 years of industry experience. Denise is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 163 clients.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
55 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

975 Oak Street, Suite 900, Eugene, OR, 97401

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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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Employment History
Current Registrations
Usi Securities, INC.
September 2022 - Present · 4 yrs 1 mo
Usi Securities, INC.Broker
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Global Retirement Partners LLC
May 2022 - August 2022 · 3 mos
LPL Financial LLCBroker
May 2022 - August 2022 · 3 mos
Cambridge Investment Research Advisors, INC.
August 2014 - June 2022 · 7 yrs 10 mos
Cambridge Investment Research, INC.Broker
August 2014 - June 2022 · 7 yrs 10 mos
Financial Telesis INCBroker
March 2013 - August 2014 · 1 yr 5 mos
Financial Telesis, INC.
March 2013 - August 2014 · 1 yr 5 mos
HUB International Investment Services INC. (hiis)
September 2012 - December 2020 · 8 yrs 3 mos
HUB International Investment Services INC.Broker
January 2010 - August 2022 · 12 yrs 7 mos
NFP Securities, INC.Broker
September 2003 - March 2010 · 6 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
April 2001 - June 2003 · 2 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - June 2003 · 5 yrs
Cigna Financial Advisors,inc.Broker
August 1993 - June 1998 · 4 yrs 10 mos
State Registrations3 states
CAORWA
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.
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