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.
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.
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Written by Grant Cox | Google+