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Broker Dealer Conference San Diego

2016 Broker Dealer Conference Location Announced

Financial Advisors to Return to San Diego, Coronado Island

SCF Securities, an independent boutique broker-dealer headquartered in California, has announced the location and dates for its 2016 National Sales Conference. The event will be held April 25-27, 2016, at the waterfront Loews Coronado Bay Resort on Coronado Island, minutes from downtown San Diego.


Financial Advisor Awards from Broker-Dealer RIA

CEO Names 2015 Diamond Advisor Award Recipients

Top advisors receive broker-dealer/RIA award

President and CEO Randy L. Meadows recognized Tuesday forty-two of the firm’s highest producing advisors at its annual broker-dealer conference by naming them recipients of the 2015 Diamond Advisor Award. The firm introduced the recipients during an awards dinner hosted in Memory Garden, a courtyard inside the Monterey Custom House.


RIA Case Study

Case Study Features SCF RIA Technology

Orion Advisor Services LLC released Wednesday its latest case study, featuring the advisory technology of Fresno-based corporate RIA, SCF Investment Advisors, Inc.


Broker-Dealer Blood Drive

SCF Partners with Central California Blood Center

Broker-dealer/RIA blood drive combats summer blood shortage

SCF Securities announced Monday its summer SCF Cares initiative  a partnership with Central California Blood Center in which the broker-dealer/RIA will sponsor a blood drive in preparation for the fourth of July holiday. The blood drive will take place from 9 a.m. to 1 p.m. on June 20, 2014, at its company headquarters in Fresno, California.


Diamond Financial Advisor Award

CEO Names 2014 Diamond Advisor Award Recipients

Top advisors receive broker-dealer/RIA award

President and CEO Randy L. Meadows recognized Tuesday twenty-five of the firm’s highest producing advisors at its annual broker-dealer conference by naming them recipients of the 2014 Diamond Advisor Award. The firm introduced the recipients during an awards dinner hosted on the bay terrace of Loews Coronado Bay Resort and overlooking the San Diego skyline.


Speakers Announced for 2014 Broker-Dealer Conference

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.


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