AS
AS

Alan Wayne Scofield

46 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

822 Kumho Drive, Suite 300, Fairlawn, OH, 44333

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alan is the CEO of EdgeTech Analytics, LLC, dedicating nearly full-time hours to it, and the President and Owner of Scofield and Company, LLC, spending about a quarter of his time there. He also owns Rayotech, LLC, Scofield Family Holding Company, LLC, and Fairfield Realty Holdings, LLC, but spends minimal time on each of these.

Employment History
Current Registrations
Edgetech Analytics, LLC
April 2015 - Present · 10 yrs 10 mos
Silver Oak Securities, IncorporatedBroker
July 2009 - Present · 16 yrs 7 mos
Scofield & Company, LLC
June 2003 - Present · 22 yrs 8 mos
Previous Registrations
Securities Service Network, INC.Broker
November 1990 - July 2009 · 18 yrs 8 mos
Royal Alliance Associates, INC.Broker
November 1989 - November 1990 · 1 yr
Integrated Resources Equity CorporationBroker
August 1980 - November 1989 · 9 yrs 3 mos
Ids Life Insurance CompanyBroker
February 1979 - September 1980 · 1 yr 7 mos
Ids Marketing CorporationBroker
February 1979 - September 1980 · 1 yr 7 mos
Investors Diversified Services, INC.Broker
February 1979 - September 1980 · 1 yr 7 mos
State Registrations4 states
FLNCOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.