Advisor at Scruggs Advisors, LLC
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.
Firm
Scruggs Advisors, LLC
Location
Battle Ground, WA 98604
Credentials
Series 63, Series 65
Industry experience
26 years
<$1,000,000 - $1,000,000: 1.00% $1,000,000 - $2,500,000: 0.50% $2,500,000 - $4,000,000: 0.45% $4,000,000 - $6,000,000: 0.40% $6,000,000 - $8,000,000: 0.35% $8,000,000 - $10,000,000: 0.30% $10,000,000 - $20,000,000: 0.25% $20,000,000+: Negotiable
2401 W. Main St, Suite 113
Battle Ground, WA 98604
Oregon · Washington
B Smart Lab Solutions, LLC
2021 - Present (5 years)
B Smart Health Solutions LLC
2018 - Present (8 years)
Scruggs & Hublitz Properties LLC
2017 - Present (9 years)
Scruggs Advisors LLC
2016 - Present (10 years)
United Planners' Financial Services
2014 - Present (12 years)
Gsretirement
2014 - Present (12 years)
Pacific Cascade Advisors Inc dba Golsan Scruggs Ins. & Risk Mgmt
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Vancouver, WA
Comus Investment, LLC
Series 63, Series 65
Vancouver, WA
NaviQuant
CFA®
Vancouver, WA
Marram Investment Management, LLC
Series 66
Vancouver, WA
Ridinger Wealth Management, LLC
CFP®, CFA®, Series 63, Series 65
Camas, WA
Beacon Rock Wealth Advisors
Series 65
Vancouver, WA
Delphi Advisers
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