Scott Sloan
Scott Sloan is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fullerton, CA, with 31 years of industry experience. Scott 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
801 East Chapman Ave Ste 104, Fullerton, CA, 92831
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is the Director of Operations/CCO/Financial Advisor for Crane & Associates, a financial services business, spending about a quarter of his time there. He also provides administrative support to Crane Advisory LLC, dedicating minimal time to this role, and sells fixed insurance products including life, disability, annuities, and long-term care.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Crane and Associates
State Registrations10 states
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