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.
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.
