New York, NY and Fresno, CA – January 27, 2021 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced that it entered into a definitive agreement to acquire SCF Securities, Inc. (SCF), an independent wealth management firm based in Fresno, CA. SCF was founded in 1992 and serves approximately 150 independent financial professionals. Upon closing, Atria’s subsidiaries in total will represent over 2,500 financial professionals with nearly $95 billion in assets under administration.
Has COVID Infected Your Broker-Dealer’s Service Experience?
Has the pandemic pushed your broker-dealer to poor service levels by sending their home office staff to work from home? Longer hold times when you call? Delayed approvals
Broker-Dealer Darkness. But Not at SCF.
In his article, “The Dark Side of Broker-Dealer Scale: Pain for Advisors” on ThinkAdvisor, recruiter Jon Henschen highlights the fact that big BDs may tout their “services,” even though their service is rarely up to par.
Prospective advisors tell us the same thing in our conversations with them each day.
Henschen makes several points that remind us we are doing things the right way at SCF Securities. Here are a few examples.
May we never forget those precious lives we lost on September 11. And may we always remember our country’s astounding resilience and bravery. #UnitedWeStand #GodBlessAmerica #September11 #NeverForget
Welcoming Ash Creek
We’re excited to welcome Ash Creek Financial Advisors to the SCF family!
SCF Welcomes Ash Creek Financial Advisors
SCF announced today the addition of Ash Creek Financial Advisors to its Registered Investment Advisor, SCF Investment Advisors, Inc.
The five-advisor team is based in Arizona and New Mexico and has more than 62 years of combined experience working in the financial services industry.