2020 -now Business Owner, Licensed Insurance Agent @ Acquire Insurance
2011 -now Business Owner @ Global Financial Advisors, LLC
2017 -2020 Registered Representative @ Integrated Wealth Strategies-Raymond James Financial Services, Inc., Member FINR
2019 -2020 Investment Advisory Representative @
2015 -2017 Managing Member @ Global Wealth Management Goup a member of Calton & Associates, Inc.
Scott Broadbent Education
Brigham Young University
Bachelor's degree (Finance and Financial Management Services)
1990-1995
Brigham Young University
Bachelor's degree Finance (Accounting and Finance)
Scott Broadbent Skills
Retirement Planning
Asset Managment
Hospitals
BLS
Financial Planning
Microsoft Office
Finance
Microsoft Excel
Series 7
Financial Analysis
Risk Management
Strategic Financial Planning
Wealth Management
Estate Planning
Asset Allocation
Social Media
Negotiation
Marketing
Strategic Planning
Public Speaking
Insurance
Account Management
Project Management
Portfolio Management
Team Building
Investments
Customer Service
Equities
Budgets
Scott Broadbent Summary
Scott Broadbent, based in South Jordan, UT, US, is currently a Business Owner at Acquire Tax Credits LLC. Scott Broadbent brings experience from previous roles at Acquire Wealth Collective, Acquire Consult LLC, Acquire Insurance and Global Financial Advisors, LLC. Scott Broadbent holds a 1990 - 1995 Bachelor's degree in Finance and Financial Management Services @ Brigham Young University. With a robust skill set that includes Retirement Planning, Asset Managment, Hospitals, BLS, Financial Planning and more. Scott Broadbent has 2 emails and 2 mobile phone numbers on RocketReach.
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