SCF Securities, an independent boutique broker-dealer headquartered in California, announced today the venue for its 2014 National Sales Conference. The firm will return to Coronado Island for the second year in a row, hosting its event at the waterfront Loews Coronado Bay, April 28-30, 2014.
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
SCF Securities announced Thursday its addition of Brett Langer, Keith Bandettini, Will Gingell, and Beverly Cox of The Summit Financial Strategies near Portland, Oregon. The four-advisor team manages approximately $145 million in client assets.
The Summit team moves to SCF from Walnut Street Securities. After the recent purchase of Walnut Street by Cetera Financial Group, Langer began searching for an independent broker-dealer
From AdvisorOne.com
SCF Securities said Thursday that it attracted a team of four independent advisors based in Portland, Ore., and formerly affiliated with Walnut Street Securities.
The hybrid team, which does business as Summit Financial Strategies, was being acquired by Cetera Financial Group of El Segundo, Calif. Cetera—led by Valerie Brown—struck a deal in early
From WealthManagement.com
Whoever said small IBDs were in trouble? A four-advisor team managing $145 million in assets is leaving Walnut Street Securities, which recently announced its purchase by Cetera, to join SCF Securities, a boutique independent broker/dealer based in Fresno, Calif.
Advisors Brett Langer, Keith Bandettini, Will Gingell, and Beverly Cox of The Summit Financial Strategies in Beaverton, Ore., turned down retention packages from Cetera to move to SCF.
SCF Securities, an independent boutique broker-dealer headquartered in California, recognized its top-producing advisors today by naming them recipients of the firm’s 2013 Diamond Advisor Award. Any of the firm’s advisors with an annual gross dealer concession of six figures is eligible for the award. SCF President and CEO Randy L. Meadows presented the awards during a banquet dinner at
