SG
SG

Scott Gatherum

19 Years of Experience
Corvallis, OR
Broker

Scott Gatherum is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Corvallis, OR, with 19 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

2657-B NW Rolling Green Drive, Corvallis, OR, 97330

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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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Other Business Activities

Scott is a board member and president of the Oregon Running Foundation, and an officer of Security First Advisors Corvallis, Inc. He also volunteers as a counselor to the Bishop at The Church of Jesus Christ of Latter-Day Saints, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Security First Advisors Corvallis, INC.
May 2015 - February 2021 · 5 yrs 9 mos
Geneos Wealth Management, INC.
January 2011 - March 2021 · 10 yrs 2 mos
Geneos Wealth Management, INC.Broker
September 2010 - March 2021 · 10 yrs 6 mos
Securities America, INC.Broker
July 2006 - October 2010 · 4 yrs 3 mos
State Registrations25 states
AKAZCAFLHIIDILINMAMDMIMNMSNCNENMNVNYORSCTXUTVAWAWI
AdvisorBrokerBoth

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