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New Advisors Drawn to Custodian-Neutral Environment, Technology

Former Williams Financial Group advisors transition to boutique broker-dealer/RIA

SCF Securities announced Thursday that former Williams Financial Group advisors Mark Groesbeck and Robert Barrett have moved to SCF Securities. The Houston-based team manages approximately $51 million in assets.

Groesbeck & Barrett were drawn to the custodian-neutral environment of SCF’s corporate RIA, in which advisors can choose two work with four major custodians — Pershing Advisor Solutions, National Financial Services, Fidelity Institutional Wealth Services, and TD Ameritrade Institutional. Barrett & Groesbeck will custody their clients’ advisory assets at Fidelity IWS.

The two-advisor team will also use BlueDiamondConnect™, the SCF technology platform built in partnership with Orion Advisor Services. This integrated platform allows hybrid advisors to engage in commission and fee business at any custodian in a single online portal.


About SCF
SCF Securities is an independent, boutique broker-dealer and our sister company, SCF Investment Advisors, is an SEC Registered Investment Advisor. Together, they empower advisors with a custodian-neutral environment and integrated technology platform. With more than 20 years of experience, SCF provides expertise across all business models.

The SCF Group of Companies
Securities offered through SCF Securities, Inc., Member FINRA/SIPC
Investment Advisory Services offered through SCF Investment Advisors, Inc.
Insurance Services offered through SCF Marketing, Inc.


Written by Grant Cox | Google+

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