Scott Milam is a CFP-designated registered investment advisor, based in Issaquah, WA, with 16 years of industry experience.
Location
963 NE Discovery Drive, Issaquah, WA, 98029
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is the owner of Embark Financial Services, LLC and is also involved with Fisette & Kim Financial Services, LLC. Both are support companies for his Raymond James business, requiring minimal time commitment.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations23 states
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.