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Peter R. Scruggs

SCRUGGS ADVISORS
Battle Ground, WA 98604
Some features on this profile are disabled
CRD#: 2578689
PS

Professional summary

Peter Russell Scruggs is a registered financial advisor currently at SCRUGGS ADVISORS, LLC located in Battle Ground, Washington and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Battle Ground, Washington.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Peter has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) PACIFIC CASCADE ADVISORS INC, DBA: GOLSAN SCRUGGS INSURANCE & RISK MANAGEMENT - PRESIDENT - NON-VARIABLE INSURANCE - BATTLE GROUND, WA - SINCE 01/1997 - INVESTMENT RELATED 2.) GS RETIREMENT - PRESIDENT - 401K PLAN FINANCIAL SERVICES - BATTLEGROUND, WA - SINCE 09/2014 - INVESTMENT RELATED 3.) SCRUGGS ADVISORS, LLC - PRESIDENT - REGISTERED INVESTMENT ADVISOR - BATTLE GROUND, WA - SINCE 08/2016 - INVESTMENT RELATED 4.) SCRUGGS & HUBLITZ PROPERTIES LLC - MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - BATTLE GROUND, WA - SINCE 04/2017 - INVESTMENT RELATED 5.) B SMART HEALTH SOLUTIONS LLC - MEMBER - CONSULTING SERVICES - BATTLE GROUND, WA - SINCE 03/2018 - NOT INVESTMENT RELATED 6.) SCRUGGS ADVISORS, LLC - MANAGING MEMBER - DBA NAME FOR MARKETING PURPOSES ONLY - BATTLE GROUND, WA - SINCE 07/2019 - INVESTMENT RELATED 7.) B SMART LAB SOLUTIONS, LLC - MANAGING MEMBER - CONSULTING SERVICES - BATTLE GROUND, WA - SINCE 12/2021 - NOT INVESTMENT RELATED 8.) CO-AUTHORSHIP OF BREAKING THROUGH THE STATUS QUO - CO-AUTHOR - CO-AUTHOR OF HEALTH INSURANCE BOOK - BATTLE GROUND, WA - SINCE 01/2018 - NOT INVESTMENT RELATED

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CRS (Client Relationship Summary) - RIA

Click below to view Peter Russell Scruggs's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 1, 2016 - Present

SCRUGGS ADVISORS, LLC

Office #1: 2401 W. Main St Suite 108, Battle Ground, WA 98604
RIA
CRD#: 282962
Battle Ground, WA
Current

September 23, 2014 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #1: 2401 West Main Ste 108, Battle Ground, WA 98604
RIA
BD
CRD#: 20804
Battle Ground, WA
Past

September 23, 2014 - December 9, 2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
SCOTTSDALE, AZ
Past

October 16, 2012 - September 3, 2014

FINANCIAL TELESIS INC

RIA
CRD#: 31012
BATTLE GROUND, WA
Past

June 4, 2009 - September 3, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
BATTLE GROUND, WA
Past

April 13, 1998 - February 24, 2006

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

March 13, 1995 - December 31, 1996

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Oregon
(9/23/2014)
IAR
Oregon
(2/26/2020)
RR
Washington
(9/23/2014)
IAR
Washington
(9/1/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/15/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/23/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/3/2009
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SA
SCRUGGS ADVISORS, LLC
SCRUGGS ADVISORS, LLC

CRD#: 282962 / SEC#:

Oregon
Registered Investment Advisory firm - (9/19/2016 Approved)
Washington
Registered Investment Advisory firm - (9/1/2016 Approved)
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Contact information

Main Address
2401 W. Main St Suite 108, Battle Ground, WA 98604
Mailing Address
Phone number
(360) 687-2288
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts42
AUM (Assets Under Management)$ 55,550,379

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SCRUGGS ADVISORS, LLC

CRD#: 282962Battle Ground, WA 98604

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