Scott Pearring is a CFP-designated registered investment advisor at Seek First INC., based in Campbell, CA, with 15 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Tax Planning. Their firm serves 94 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seek First Inc. charges a fixed fee of $1,000 per month for investment management services. This fee is paid after the services are provided. Direct debits from investment management accounts and checks are acceptable forms of payments.
Location
1999 South Bascom Ave, Suite 700, Campbell, CA, 95008
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is an insurance agent appointed with various insurance companies to receive trail commissions. He will not write new policies.
Employment History
Current Registrations
Seek First INC.
Previous Registrations
Expand Financial Group, LLC
G. A. Repple & CompanyBroker
G. A. Repple & Company
State Registrations3 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.