Scott Winslow
Scott Winslow is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wilmington, NC, with 29 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
219 Racine Dr, Ste A-1, Wilmington, NC, 28403
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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 a part owner of Nabell Winslow, a DBA for financial services, and spends nearly full-time on it. He also sells life settlements through Welcome Funds, Inc, fixed insurance with various companies, and is part owner of Partners Square LLC, an insurance marketing organization; he owns multiple real estate holding companies and serves on several boards.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Capital Brokerage CorporationBroker
Chubb Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
State Registrations18 states
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
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