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Scott Chaffee

18 Years of Experience
Federal Way, WA
Broker

Scott Chaffee is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Federal Way, WA, with 18 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

32015 1st Avenue South, Federal Way, WA, 98003

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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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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2019 - Present · 7 yrs 4 mos
Raymond James Financial Services Advisors, INC
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Bancwest Investment Services, INC.Broker
May 2016 - January 2019 · 2 yrs 8 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
May 2016 - January 2019 · 2 yrs 8 mos
Russell Investments
November 2009 - May 2016 · 6 yrs 6 mos
Russell Financial Services, INC., Part of Russell InvestmentsBroker
November 2009 - May 2016 · 6 yrs 6 mos
Raymond James Financial Services Advisors, INC
January 2009 - November 2009 · 10 mos
Raymond James Financial Services
October 2007 - January 2009 · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
August 2007 - November 2009 · 2 yrs 3 mos
State Registrations17 states
AKAZCAFLGAIDKYLAMANCNVORSDTNTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.