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2020 Broker-Dealer/RIA Conference Announced

2020 Broker-Dealer Conference Announced

SCF Securities announced this week its location for the 2020 National Sales Conference. The annual event for financial advisors will take place February 23-26, 2020, at the Hilton Santa Barbara Beachfront Resort.

SCF Cares | Habitat for Humanity Project

SCF Staff Partners with Habitat for Humanity

The SCF home office staff partnered Saturday with Habitat for Humanity for a construction project in west Fresno. During this service project, SCF employees installed cement siding on one of three three single family homes being built in this Habitat project.

Beacon Annuity Nexus Technology

SCF Adds Beacon AnnuityNexus to Advisor Platform

SCF Securities is proud to introduce Beacon AnnuityNexus to its platform. This technology will aid SCF advisors by providing carrier-approved, institutional-quality product profiles unique in their accuracy, comprehensiveness and timeliness.

Advisor Webinar Studio

Broker-Dealer Launches First Video Conference with Financial Advisors

SCF hosted today its inaugural video conference, live from the newly-built video studio in the SCF home office, fulfilling a commitment made by President & CEO Randy Meadows in his state-of-the-company address to SCF financial advisors at the 2018 Annual Conference in Tucson, Arizona.

Broker-Dealer CEO State of Company

CEO Presents State-of-the-Company Address at Annual Broker-Dealer Conference

During the opening session at the 2018 SCF Conference in Tucson, Arizona, President & CEO Randy Meadows shared with financial advisor attendees the state of the company and how SCF will focus its efforts and resources as the broker-dealer/RIA rolls into the new year.

2018 Diamond Advisor Award

Broker-Dealer Announces 2018 Diamond Advisor Award Recipients

During the 2018 SCF Conference at Loews Ventana Canyon Resort in Tucson earlier this week, President & CEO Randy Meadows and members of the firm’s executive management team recognized 74 advisors who exhibit a commitment to professionalism and integrity, exceptional performance as a financial advisor, and a dedication to provide clients with the Diamond Standard of service throughout their financial practices.

The 74 advisors named “2018 Diamond Advisors” include:

Bill Bachrach Advisor Conference Keynote Speaker

Bill Bachrach Added to Conference Agenda as Second Keynote

As we continue to design our 2018 SCF Conference with content that equips our financial advisors to effectively build their financial practices, we are excited to announce an addition to the conference lineup.

We have added a second keynote speaker to the schedule — an industry veteran whose thinking, writing, speaking, and training have made him one of the most popular resources in the world for successful financial advisors who seek to be at the top of their profession in terms of client service, business success, and personal quality of life. Bill and his programs have helped advisors all over the country transform and grow their practices to new levels.

Peter Montoya to Present Keynote at 2018 Advisor Conference

SCF is pleased to announce Peter Montoya as the keynote speaker for our 2018 Conference in Tucson.

Peter is one of the industry’s most sought-after speakers, author of three best-selling books on personal branding, and the mastermind behind MarketingPro, Inc. Passionate about the success of financial professionals, Peter travels constantly to meet with advisors, continually seeking new ways to help them build and improve their practices.

Beginning with the idea that financial professionals should have ready access to high-impact, compliance-reviewed marketing materials, Peter saw the need for and began development of the MarketingLibrary and MarketingPro systems in 1997. What started out as an idea has grown into a highly praised and widely-utilized marketing system. This system recognizes the need for good advisors to also be great marketers in order to attract and retain clients, and helps them to implement the necessary branding support that works for them.

During this impactful keynote session, Peter will teach you to navigate the unique, specific pitfalls and challenges you face daily in growing your book of business, and provide the tools you need to revolutionize your marketing and, ultimately, your success with clients.

We are excited to have Peter come and share his valuable experience with us.

The 2018 SCF Conference will be held October 21-24 at Loews Ventana Canyon Resort in Tucson, Arizona.


Fastest growing broker-dealer

SCF Ranked 10th Fastest-Growing Broker-Dealer

InvestmentNews has ranked SCF Securities as the 10th fastest-growing independent broker-dealer of 2017. The industry-leading news source published the ranking in its annual broker-dealer survey last week. The annual ranking showcases the growth and decline of the 3,726 broker-dealers active in the financial services industry.

New VP to Enhance Advisor Experience in Trading & Operations

I am pleased to announce that Tamra Enriquez will be joining the SCF team as Vice President, Trading & Operations.

Tamra comes to SCF from Sacramento, California, where she managed BAR Financial, a Super-OSJ with Cetera Advisor Networks.

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