SCF announced today that it has surpassed $3 billion in assets under management (AUM), now totaling $3,115,825,933. Only 18 months have passed since the firm crossed the $2 billion threshold in July 2016.
SCF Appoints New Marketing Chief
I am pleased to announce the promotion of Grant Cox to the position of Executive Vice President and Chief Marketing Officer.
In 2011, we launched a major growth initiative, during which the number of employees in our home office has more than doubled, and our year-over-year growth rate as a firm has consistently exceeded 30%. Grant joined our firm at the beginning of that initiative five years ago, and has played a key role on the team I have tasked with driving that growth.
SCF Announces 2017 Broker/Dealer Conference
Financial Advisors to Convene in Lake Tahoe
SCF Securities announced today the location and dates for its 2017 National Sales Conference. The conference will take place at the Hyatt Regency Lake Tahoe Resort & Casino in Lake Tahoe — the largest natural alpine lake in North America and the fifth deepest lake in the world.
Broker-Dealer/RIA Transforms Advisor Experience with New Technology
Firm leverages Salesforce for advisor platform, back office system
SCF launched Monday its new cloud-based technology system, Kimberlite, built on the framework of the world’s number one CRM solution — Salesforce.
Advisors Grow Beards in Fight Against Cancer
Financial Professionals Raise Funds, Maximize Company Match
SCF Securities concluded Monday its second annual No-Shave November. 36 financial advisors and employees throughout the country participated in this cancer awareness initiative by growing beards and contributing financially to the American Cancer Society.
Broker-Dealer/RIA Launches “No-Shave November” Campaign
Financial Advisors Stop Shaving, Raise Funds for Cancer Awareness
SCF Securities launched Sunday its second annual Diamond in the Scruff campaign, the firm’s own “No Shave November” initiative promoting cancer awareness.
