Scott Kimball is a CFP-designated registered investment advisor, based in Holladay, UT, with 15 years of industry experience.
Location
6405 South 3000 East, Suite 250, Holladay, UT, 84121
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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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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 Advisors, INC
September 2019 - Present · 6 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2019 - Present · 6 yrs 8 mos
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.