SV
SV

Scott Paul Volkers

13 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$70K
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Location

Fort Washington, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Scott works as a technology programming support technician with Indeed, focusing on product, system, and integration support. This role takes nearly full-time hours, with a few hours per week occurring during securities trading hours.

Employment History
Current Registrations
The Investment Lab, LLC
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
April 2016 - December 2017 · 1 yr 8 mos
Cambridge Investment Research, INC.Broker
April 2016 - December 2017 · 1 yr 8 mos
Transamerica Financial Advisors, INC.
March 2016 - April 2016 · 1 mo
Transamerica Financial Advisors, INCBroker
December 2011 - April 2016 · 4 yrs 4 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.