SK
CFP
SK
CFP

Scott Kimball

16 Years of Experience
Holladay, UT
Broker

Scott Kimball is a CFP-designated registered investment advisor, based in Holladay, UT, with 16 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold.

Location

6405 South 3000 East, Suite 250, Holladay, UT, 84121

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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 an associate/employee at First Western Advisors, working as a financial advisor since 2019. He spends minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2019 - Present · 7 yrs 1 mo
Raymond James Financial Services Advisors, INC
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
First Western AdvisorsBroker
October 2014 - October 2019 · 5 yrs
First Western Advisors
August 2014 - October 2019 · 5 yrs 2 mos
Galileo Financial Advisors, LLC
December 2012 - September 2014 · 1 yr 9 mos
Global Financial Private Capital, LLC
August 2010 - November 2012 · 2 yrs 3 mos
State Registrations20 states
AKAZCACOFLIDINMAMEMOMTNDNVORPRTXUTVAWAWY
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.
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