Scott
Aitken
Cetera Advisors LLC
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About this Advisor
Scott Aitken is a financial advisor based out of Mesa, Arizona, who has 4 years of relevant experience. Aitken is an advisor for Cetera Advisors LLC. Their career trajectory has included roles at Trusco Enterprises LLC, J.P. Morgan Securities LLC, Cetera Advisors LLC, Jp Morgan Chase Bank and Wilde Wealth Management. Aitken has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona. Cetera Advisors LLC is an advisory company headquartered in Englewood, CO. It has offices in 692 locations and a total of 1,047 advisors. It manages $21 billion in total assets among its 90,646 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 294 charitable organizations. Of its 90,646 customer accounts, 26% belong to high-net-worth individuals who have greater than $1 million in assets. Cetera Advisors LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on the type of financial services offered. Fee types billed by Cetera Advisors LLC may include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Scott Aitken Work History
Scott has been registered as a financial advisor for 4 years.*
Cetera Advisors LLC
Wilde Wealth Management
Jp Morgan Chase Bank
Trusco Enterprises LLC
J.P. Morgan Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Aitken to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Advisors LLC
Westborough, MA
Orlando, FL
Boca Raton, FL
Missoula, MT
San Diego, CA
Saint Louis, MO
Lake Oswego, OR
Franklin, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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