user avatar

Rodney Marcus Scott

Advisor at Wells Fargo Clearing — Hamilton, AL

Updated today

Credentials

Series 66

Experience

17 years

Location

Hamilton, AL 35570

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,116

Across 1,485 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Rodney Scott is a financial advisor at Wells Fargo Clearing with 17 years of industry experience and holds a Series 66 designation. His prior work includes roles at LPL Financial, Regions Bank, Cetera, Ameriprise Financial Services, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

See office

Hamilton, AL

320 Bexar Ave W

Hamilton AL 35570

Advisors at this office

1

Most active in

Alabama · Texas

Work history

17 years of industry experience

Wells Fargo Clearing Services, Llc (

2025 - Present • 1 year

Birmingham, AL

LPL Financial

2022 - 2025 • 3 years

Birmingham, AL

Regions bank

2019 - 2022 • 3 years

Birmingham, AL

Cetera

2019 - 2022 • 3 years

Birmingham, AL

Cetera Investment Services Llc

2019 - 2022 • 3 years

St. Cloud, MN

Ameriprise Financial Services, inc

2018 - 2019 • 1 year

Gadsen, AL

Investment Professionals, Inc.

2016 - 2018 • 2 years

San Antonio, TX

BANK of AMERICA, N.A.

2016 - 2016 • 1 year

Gadsden, AL

Merrill

2016 - 2016 • 1 year

Gadsden, AL

Edward Jones

2009 - 2016 • 7 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Chad H

Series 63

Hamilton, AL

Cetera

Chad Harris is a financial advisor with Cetera who holds a Series 63 designation and has 24 years of industry experience. He previously worked at LPL Financial for 15 years and has been affiliated with First National Bank since 2001, where he serves as a for-profit board member. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account management across diverse program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Larry N

Series 63, Series 66

Hamilton, AL

Edward Jones

Larry Nix is a financial advisor at Edward Jones with 23 years of industry experience and holds Series 63 and Series 66 designations. He has been with Edward Jones since 2009. Outside of his advisory role, he owns and operates Tara Place Christmas Tree Farm, a seasonal business in Hamilton, Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)