Patricia Scott
Patricia Scott is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Collins, CO, with 31 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3227 S. Timberline Rd Suite A, Fort Collins, CO, 80525
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Regulatory History
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
Patricia Scott, LLC is a business entity for tax and investment purposes only, not held out to the public. Patricia also operates under the DBA Wealth Management Group, LLC for her LPL business, dedicating full-time hours to this.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wallstreet Electronica, INC.Broker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Wm Financial Services, INC.Broker
U.S. Bancorp Investments, INC.Broker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Banc One Securities CorporationBroker
Painewebber IncorporatedBroker
State Registrations1 state
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.