Scott
Skjoldager

Brokers International Financial Services, LLC

CRD#1909511
Investment Advisor
in Asheville, NC

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About this Advisor

Scott Skjoldager is a financial advisor based in Asheville, North Carolina, working with Brokers International Financial Services, LLC. Scott has previously held positions at Raymond James Financial Services, Family Wealth Steward, Raymond James Financial Services Advisors, Inc, Lpl Financial LLC, Private Portfolio Partners, Convene, Lpl Financial, LLC, Raymond James, Brokers International Financial Services, and Penn Global. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Scott is part of Brokers International Financial Services, LLC, which operates out of Asheville, North Carolina. The firm has 132 offices and 260 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Brokers International Financial Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Asheville, NC

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Brokers International Financial Services, LLC Brokerage Details

Total Assets Under Management

$2,000,456,128

NC Average: $9,259,360,772
Total Number of Employees

260

NC Average: 166
Total Number of Accounts

11,566

NC Average: 7,189
Average Account Size

$172,960

NC Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Scott Skjoldager Work History

2024 - Present (0 year)

Brokers International Financial Services

2024 - Present (0 year)

Penn Global

2020 - 2022 (2 years)

Lpl Financial, LLC

2020 - 2022 (2 years)

Private Portfolio Partners

2019 - 2020 (1 year)

Convene

2015 - 2018 (3 years)

Lpl Financial LLC

2015 - 2018 (3 years)

Private Portfolio Partners

2010 - 2015 (5 years)

Raymond James

2009 - 2015 (6 years)

Raymond James Financial Services Advisors, Inc

2006 - 2018 (12 years)

Family Wealth Steward

2003 - 2015 (12 years)

Raymond James Financial Services

Disclosures

Please visit the SEC profile of Scott Skjoldager to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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