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Rex Scott

27 Years of Experience
Mt Vernon, IL
Broker

Rex Scott is a registered investment advisor at Cetera Investment Advisers LLC, based in Mt Vernon, IL, with 27 years of industry experience. Rex 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

113 South 32nd, Mt Vernon, IL, 62864

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rex owns Scotts Accounting and Tax Service since 1983, spending about half their time preparing tax returns, accounting, and providing general business services. Rex also serves as President of Greenhead Investments, Inc., managing commercial rental property for minimal time, and is a part owner of Scott Wealth Management, LLC, dedicating about 10-20% of their time to accounting and tax services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2001 - Present · 24 yrs 10 mos
Cetera Financial Specialists LLCBroker
November 1999 - Present · 26 yrs 6 mos
Previous Registrations
Pruco Securities CorporationBroker
November 1998 - November 1999 · 1 yr
State Registrations4 states
COILKYMO
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.