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Alana Scott

18 Years of Experience
Modesto, CA
Broker

Alana Scott is a registered investment advisor at Raymond James & Associates, INC., based in Modesto, CA, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

832 12th Street, Suite 601, Modesto, CA, 95354

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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

Alana is the Founding Board Member and current President of the Women's Education and Leadership League. She dedicates minimal time to this non-profit organization.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2017 - Present · 8 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2008 - July 2017 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2008 - July 2017 · 9 yrs 5 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.