David Green
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
ESG / Sustainable investing
Planning for children with special needs
Work history
Edward Jones
2016 - Present (10 years)
Sorrento Pacific Financial, LLC
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Zoey R
Series 66
Chico, CA
Edward Jones
Randall K
Series 66
Chico, CA
Edward Jones
Scott M
Series 66
Chico, CA
Merrill
Scott Memmott is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients' individual goals and changing market conditions. His approach involves a comprehensive understanding of each client’s full financial picture to help pursue long-term objectives. Scott’s expertise encompasses a range of client needs including college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott is a 1985 graduate of Brigham Young University. Outside of his professional career, he is a long-time private pilot and speaks fluent Spanish. He and his wife, Lara, have six children. His personal interests include basketball, boating, reading, skiing, swimming, tennis, traveling, and spending time with his family.
Brittany Y
Series 66
Chico, CA
Edward Jones
Matthew F
Series 66
Chico, CA
Edward Jones
Zachary M
Series 66
Chico, CA
Edward Jones
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