Risa
Scott-Smith
Western International Securities, Inc
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About this Advisor
Risa Scott-Smith is a financial advisor based in Santa Rosa, California, working with Western International Securities, Inc. Risa has previously held positions at San Lorenzo Bikinis, Bohemian Grove, California State University, Chico, University Of Hawai'I, El Molino High School, Western International Securities, Inc, and Ute Scott-Smith. Risa has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Risa is part of Western International Securities, Inc, which operates out of Santa Rosa, California. The firm has 87 offices and 461 employees. The firm manages assets totaling $3.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Western International Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Western International Securities, Inc Brokerage Details
$3,687,422,987
461
12,197
$302,322
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
Risa Scott-Smith Work History
Western International Securities, Inc
Ute Scott-Smith
San Lorenzo Bikinis
University Of Hawai'I
California State University, Chico
Bohemian Grove
El Molino High School
Disclosures
Please visit the SEC profile of Risa Scott-Smith 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 Western International Securities
Westlake Village, CA
Uniondale, NY
Newport Beach, CA
Grand Junction, CO
Pasadena, CA
Santa Rosa, CA
Pasadena, CA
Pasadena, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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