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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

SCF Lures Advisors from Cetera

SCF Lures Cetera/Walnut Street Team of 4 Advisors


The move puts the Fresno-based IBD at more than $1 billion in affilated client assets and 140 advisors

SCF Securities said Thursday that it attracted a team of four independent advisors based in Portland, Ore., and formerly affiliated with Walnut Street Securities.

The hybrid team, which does business as Summit Financial Strategies, was being acquired by Cetera Financial Group of El Segundo, Calif. Cetera—led by Valerie Brown—struck a deal in early