SCF Securities released Tuesday the schedule for its 2014 annual broker-dealer conference for its fee-based, brokerage, and hybrid financial advisors. The conference, held at Loews Coronado Island Bay Resort & Spa in San Diego, California, will introduce the firm’s advisors to the latest advances in technology, sales methods, and practice management resources. The following presenters will lead the three-day event.
Broker-Dealer Launches Webinar Program for Financial Advisors
Monthly sessions to provide education, value for financial practices
SCF Securities announced Wednesday the SCF Webinar Series, hosted exclusively for advisors registered with the firm’s independent broker-dealer and RIA. These firm’s strategic vision for the webinar program is three-fold: optimize financial practices by training advisors to more efficiently use the firm’s platforms, provide practical practice management tools and resources by partnering with leading third-party experts, and serve as live forum in which SCF advisors can exchange knowledge and best practices.
Former Merrill Lynch Advisor Chooses Independent Broker-Dealer/RIA
Advisor seeks fee-based flexibility, breaks away from wirehouse environment
SCF Securities announced Tuesday its addition of P. Sier, a financial advisor formerly affiliated with Merrill Lynch Wealth Management.
Sier selected SCF as his broker-dealer and RIA because of the firm’s robust advisory platform, which offers extreme flexibility to fee-based and hybrid advisors. Its custodian-neutral environment gives advisors the freedom to work with any of the four major custodians
SCF Releases Mobile App for Advisory Technology
App enhances mobile experience for advisors and clients
SCF Securities announced Monday the release of its advisor- and client-facing mobile apps. The app features access to core data, streamlined navigation, and enhanced functionality for financial advisors and their clients.
Boutique Broker-Dealer/RIA Introduces National Emergency Relief Campaign
Fresno-based broker-dealer & RIA raises funds for Philippines typhoon victims
SCF Securities launched Wednesday a national campaign to raise funds for the victims of the Philippines typhoon, which killed more than 1800 and injured almost 3000.
The initial plan was to raise funds through a soup lunch fundraiser at the company’s headquarters. As interest grew outside the home office staff, however, the company decided to expand its fundraising efforts
Hawaii advisors say custodian-neutral environment, technology critical to IBD move
Three advisor group joins boutique broker-dealer/RIA
SCF Securities announced Thursday that three Kauai-based advisors have transitioned to independent broker-dealer SCF Securities and its custodian-neutral corporate RIA, SCF Investment Advisors.
The three man team has offices in Lihue, on the island of Kauai, and Honolulu, on the island of Oahu. They collectively manage approximately $60 million in assets.
