SCF Securities announced today its first Advisor Roundtable, scheduled for May 16, 2019. The advisor-led discussion will include six of the firm’s financial advisors from locations throughout the country using the firm’s video conference platform, which the broker-dealer/RIA launched in January.
SCF Securities is proud to introduce Beacon AnnuityNexus to its platform. This technology will aid SCF advisors by providing carrier-approved, institutional-quality product profiles unique in their accuracy, comprehensiveness and timeliness.
SCF hosted today its inaugural video conference, live from the newly-built video studio in the SCF home office, fulfilling a commitment made by President & CEO Randy Meadows in his state-of-the-company address to SCF financial advisors at the 2018 Annual Conference in Tucson, Arizona.
Zinder to teach how to become advisor of choice
SCF Securities announced Tuesday its selection of Mark Zinder as keynote speaker of the 2017 SCF Conference, the firm’s annual broker-dealer/RIA conference.
Financial Advisors to Convene in Lake Tahoe
SCF Securities announced today the location and dates for its 2017 National Sales Conference. The conference will take place at the Hyatt Regency Lake Tahoe Resort & Casino in Lake Tahoe — the largest natural alpine lake in North America and the fifth deepest lake in the world.
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.