Scott W. Veitch

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2024 → Present
  Raymond James & Associates, Inc.
  Tulsa, OK
• 09/2023 → 09/2024
  Stride Bank
  Tulsa, OK
• 03/2021 → 09/2023
  Regent Bank
  Tulsa, OK
• 06/2019 → 03/2021
  Amc Mortgage
  Tulsa, OK
• 11/2017 → 06/2019
  Guaranteed Rate
  Tulsa, OK
• 01/2015 → 11/2017
  Fairway Mortgage
  Tulsa, OK

Other Businesses

(1)Name of Business: Valiant Oil & Investment Company Address: 10718 S Fulton Ave , Tulsa, OK, 74137, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 06/30/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-05
• S63 Uniform Securities Agent State Law Examination
  2025-05-20

Other Names

• Scott W Veitch