Carrie Scott is a registered investment advisor, based in Tigard, OR, with 28 years of industry experience.
Location
13221 SW 68th Pwky, #460, Tigard, OR, 97223
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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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Carrie is a 50% owner of Scott Wealth Management, S Corp, which is a DBA for Cetera business.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
December 2013 - June 2019 · 5 yrs 6 mos
Foresters Financial Services, INC.Broker
June 1997 - June 2019 · 22 yrs
State Registrations34 states
AKALARAZCACOFLGAHIIAIDILINKSKYMDMIMNMOMTNCNDNVNYOHORSCSDTXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.