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Broker-Dealer Salesforce Technology for Advisors

Broker-Dealer/RIA Transforms Advisor Experience with New Technology

Firm leverages Salesforce for advisor platform, back office system

SCF launched Monday its new cloud-based technology system, Kimberlite, built on the framework of the world’s number one CRM solution  Salesforce.

Wall Street's Charging Bull

Former Merrill Lynch Advisor Chooses Independent Broker-Dealer/RIA

Advisor seeks fee-based flexibility, breaks away from wirehouse environment

SCF Securities announced Tuesday its addition of P. Sier, a financial advisor formerly affiliated with Merrill Lynch Wealth Management.

Sier selected SCF as his broker-dealer and RIA because of the firm’s robust advisory platform, which offers extreme flexibility to fee-based and hybrid advisors. Its custodian-neutral environment gives advisors the freedom to work with any of the four major custodians

SCF Releases Mobile App for Advisory Technology

App enhances mobile experience for advisors and clients

SCF Securities announced Monday the release of its advisor- and client-facing mobile apps. The app features access to core data, streamlined navigation, and enhanced functionality for financial advisors and their clients.


Hawaii advisors say custodian-neutral environment, technology critical to IBD move

Three advisor group joins boutique broker-dealer/RIA

SCF Securities announced Thursday that three Kauai-based advisors have transitioned to independent broker-dealer SCF Securities and its custodian-neutral corporate RIA, SCF Investment Advisors.

The three man team has offices in Lihue, on the island of Kauai, and Honolulu, on the island of Oahu. They collectively manage approximately $60 million in assets.

New Advisors Drawn to Custodian-Neutral Environment, Technology

Former Williams Financial Group advisors transition to boutique broker-dealer/RIA

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

Hybrid advisor team transitions to SCF

SCF Recruits $145 Million Advisor Team

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