Scott Marshall
Scott Marshall is a registered investment advisor at Wells Fargo Advisors, based in Charlottesville, VA, with 29 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
100 E South St, Charlottesville, VA, 22902
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2008Customer Dispute
May 2001Other Business Activities
Scott is a board member for Fluvanna County Board of Equalization and a compliance committee member for Lake Monticello Owners Association. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
First Union Capital Markets CORP.Broker
Scott & Stringfellow, INC.Broker
Scott & Stringfellow, INC.Broker
State Registrations33 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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