Scott Feher
Walnut Creek, California, 94595
Member Since 2006
Listening to what our clients needs are is the crux of our business philosophy. We really want our clients to feel acknowledged and understood. We incorporate a state of the art analysis that allows us to know our clients from both a financial AND personal level. What we create is an unrestricted resource to the Universe of Plans and Investments. This allows us to tailor our investment planning programs to our clients\' needs, rather than a cookie cutter approach.
My Location
Background Information
Years of Financial Experience
- 20
Education
- CSU-Chico (-Bachelor of Science)
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee, Commissions (Investment),
- Investment Services: Asset-based fee, Hourly fee, Fixed fee, Commissions (Investment)
Primary Custodian(s)
- Pershing
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Newsletter (Quarterly)
- Other
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 2282152
- Securities Registrations: Series 7, Series 6, Series 24, Series 63, Series 65
- Insurance Licenses: Life, Annuity, Health
Company Names
- Registered Investment Advisor: Scott Feher
- Broker/Dealer: Centaurus Financial, Inc
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
- View StatementSecurities and Advisory Services offered through Centaurus Financial, Inc Member FINRA ans SIPC-Registered Investment Advisor
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Commodities, Currencies, REITs
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Business
Visit Website - http://www.scottfeher.com
