Former Walnut Street Advisors Drawn to Boutique Culture of Fresno-based Broker-Dealer & 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 that could accommodate his sophisticated hybrid practice while providing boutique-style back office support.
“SCF has set themselves apart by making a complicated business simple — not only for us advisors, but for clients, as well,” Langer said. “It’s nice to deal with a BD that cares about us as individuals and not just about our revenue.”
According to Langer, transition support was another key factor in choosing a broker-dealer. The speed and accuracy of the SCF transition process appealed to him because SCF’s back office handles the administrative aspect of the entire transition, allowing him and his advisors to focus solely on client relationships during the move.
“Everyone at SCF has been great in walking the walk, they don’t just talk the talk. SCF is customer service-oriented and so very helpful. Transitioning isn’t an easy process, but SCF made it feel easy,” said Beverly Cox.
“We are excited to welcome The Summit group to the SCF family. Brett and his team are extremely talented financial professionals who align perfectly with the values and culture of our boutique firm,” said Randy Meadows, president and CEO of SCF Securities. “We could not have found a better fit.”
SCF Securities is an independent, boutique broker-dealer and our sister company, SCF Investment Advisors, is an SEC Registered Investment Advisor. Together, they empower advisors with a custodian-neutralenvironment, a relationship with an industry-leading clearing firm, and an extensive collection of direct agreements. With more than 20 years of experience, SCF provides expertise across all business modelsand is equipped to accommodate the most unique books of business. For more information about SCF, visit www.scfsecurities.com.
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Written by Grant Cox | Google+