Bethany
Scott
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Bethany Scott is a financial advisor based out of Roanoke, Virginia, with a total of 6 years of relevant experience. Scott works at Mutual Of Omaha Investor Services, Inc. Throughout their career, they have worked at Break Thru Beverage, Mutual Of Omaha and Mutual Of Omaha Investor Services, Inc. Scott holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Virginia. Mutual Of Omaha Investor Services, Inc is a company that has its headquarters in Omaha, NE. The firm has offices in 114 locations and a total of 320 advisors. It manages $14 million in assets across its 92 client accounts, placing it among the smaller investment advisory firms in the country by assets under management. The firm provides services to 10 charitable organizations. Of its 92 accounts, 16% belong to high-net-worth investors who have more than $1 million in assets available to invest. Mutual Of Omaha Investor Services, Inc has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees are based on the services. Fee types charged by Mutual Of Omaha Investor Services, Inc may include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$14,275,270
320
92
$155,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bethany Scott Work History
Bethany has been registered as a financial advisor for 6 years.*
Mutual Of Omaha Investor Services, Inc
Break Thru Beverage
Mutual Of Omaha
*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 Bethany Scott 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 Mutual Of Omaha Investor Services, Inc
Saint Louis, MO
Phoenix, AZ
Marlton, NJ
Concord, CA
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
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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