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.
Before you renew your registration with your current broker-dealer and begin paying all the fees associated with it — registration fees, regulatory assessments, platform fees, E&O premiums, etc., take a moment to consider your situation.
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
We are excited to introduce these two exceptional speakers who will deliver keynote presentations at the 2020 SCF Conference in Santa Barbara next month.
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.
This live video session, while not product-related, will focus on providing financial advisors with actionable insight for managing client assets and their portfolios.
The video session will take place Wednesday, July 24, 2019, at 9:30 a.m. PDT.