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Scott Sundberg

27 Years of Experience
Saint Petersburg, FL
Broker

Scott Sundberg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 27 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
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Location

880 Carillon Parkway, Saint Petersburg, FL, 33716

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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
Raymond James Financial Services Advisors, INC
March 2019 - Present · 7 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
USAA Investment Management Company
January 2018 - December 2018 · 11 mos
USAA Financial Planning Services
December 2013 - January 2018 · 4 yrs 1 mo
USAA Financial Advisors, INC.Broker
December 2013 - December 2018 · 5 yrs
E*trade Capital Management, LLC
August 2009 - July 2013 · 3 yrs 11 mos
E*trade Securities LLCBroker
February 2006 - July 2013 · 7 yrs 5 mos
Brownco, LLCBroker
June 2003 - May 2006 · 2 yrs 11 mos
Morgan Stanley Dw INC.Broker
November 2000 - July 2003 · 2 yrs 8 mos
Morgan Stanley Dean Witter Online INC.Broker
March 1999 - November 2000 · 1 yr 8 mos
Emmett a Larkin Company, INC.Broker
May 1998 - March 1999 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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