Tag Archives

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