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Five-Star Service

At the center of everything we do.

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APRIL 28-30 AT LOEWS CORONADO BAY RESORT

2014
ANNUAL
CONFERENCE

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TRANSITION

EXPERTISE

Fast. Accurate. “Nearly perfect.”

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Mobile

Freedom

Your business. Your model. Your way.

Combine our five-star service and premier platform
with your unique business model, and you get
exceptional value out of your broker-dealer relationship.

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Direct
Insurance & Securities

 

The SCF Difference

See what separates us from
the ordinary broker-dealer.

How we broke the mold

A Few Things that Set Us Apart

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One Flat
Monthly Fee

Free yourself from constant fee hikes, exorbitant branch fees, affiliation fees, and other surprise costs. We invite you to compare our fees and see the savings.

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Custodian
Neutral

Custody assets in any structure and on any platform: Pershing, Fidelity IWS, National Financial Services, Schwab Institutional & TD Ameritrade Institutional.

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A La Carte
Technology

Pick & choose what you need. Nothing more. Nothing less. Account aggregation, advanced reporting, customizable statements, paperless workflow, and mobile freedom.

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Stability &
Strength

Our 21 year track record of stability and growth is a result of thorough risk management, common-sense compliance, and advisor-minded due diligence processes.

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Transition
Expertise

We do all the heavy lifting, from registration to signature-ready client paperwork. Here is feedback from actual advisors: “Fast, accurate & ‘nearly perfect.’”

 

Five-Star Service

It’s not a slogan.
It’s the focus of everything we do.

How it impacts you

What Financial Advisors are Saying

I couldn’t ask for more from a back office firm. I hope this is my last stop in my advisory career. Instead of taking 10 points of revenue away, you become business partners and friends.

Brian, Texas

Your approach to business includes a broker-dealer concern that we all grew up with in this business and after working with other firms, it’s truly a pleasure getting back to a caring BD.

Lee, Florida

SCF has set themselves apart by making a complicated business simple—not only for us advisors, but for clients, as well. It’s nice to deal with a BD that cares about us as individuals.

Brett, Oregon

Everyone at SCF has been great in walking the walk. They don’t just talk the talk. SCF is customer service-oriented and so very helpful. SCF made transitioning feel easy.

Bev, Washington

[SCF] is the third broker-dealer I have been with and—by far—the most professional and easy to work with. Transitions are a pain, but the SCF team made it much easier.

David, Illinois

The support and responsiveness by the SCF home office is the best that I have ever experienced. I do not feel like just another cog in the wheel of a financial machine.

Detroy, California

The prevailing culture of SCF is that of an optimistic, caring partnership. At SCF, you’re surrounded with problem solvers. Support doesn’t get any better.

John, Maryland

 

 




















 

The SCF Newsroom