Scott
Pearring

Seek First Inc

CRD#5860998
Investment Advisor
in Campbell, CA

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About this Advisor

Scott Pearring is a financial advisor based in Campbell, California, working with Seek First Inc. Scott has previously held positions at David Bennett - Financial Firm, G.A. Repple & Company, Expand Financial Group, LLC, Seek First, Inc, and Seek First Inc Dba Seek First Investments. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Washington. Currently, Scott is part of Seek First Inc, which operates out of Campbell, California. The firm has 6 employees and manages assets totaling $135.0 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Seek First Inc includes hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Hourly Charges, Fixed Fees

Office Location

1999 South Bascom Ave, Suite 700
Campbell, CA 95008

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Seek First Inc Brokerage Details

Total Assets Under Management

$135,000,000

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

150

CA Average: 3,727
Average Account Size

$900,000

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Scott Pearring Work History

2021 - Present (3 years)

Seek First Inc Dba Seek First Investments

2019 - Present (5 years)

Seek First, Inc

2018 - Present (6 years)

Expand Financial Group, LLC

2010 - 2018 (8 years)

David Bennett - Financial Firm

2010 - 2018 (8 years)

G.A. Repple & Company

Disclosures

Please visit the SEC profile of Scott Pearring 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 Seek First Inc

Trystan Cleaver
Campbell, CA
Aaron Beeson
Ellensburg, WA
Scott Pearring
Campbell, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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