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Broker-Dealer RIA Training

Broker-Dealer Launches Webinar Program for Financial Advisors

February 12, 2014by Grant Cox in News tagged , , , ,

Monthly sessions to provide education, value for financial practices

SCF Securities announced Wednesday the SCF Webinar Series, hosted exclusively for advisors registered with the firm’s independent broker-dealer and RIA. These firm’s strategic vision for the webinar program is three-fold: optimize financial practices by training advisors to more efficiently use the firm’s platforms, provide practical practice management tools and resources by partnering with leading third-party experts, and serve as live forum in which SCF advisors can exchange knowledge and best practices.

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Wall Street's Charging Bull

Former Merrill Lynch Advisor Chooses Independent Broker-Dealer/RIA

January 8, 2014by Grant Cox in News tagged , , , , , , , , , , ,

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

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SCF Releases Mobile App for Advisory Technology

December 9, 2013by Grant Cox in News tagged , , , , ,

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.

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SCF Cares: Helping Typhoon Victims in the Philippines

Boutique Broker-Dealer/RIA Introduces National Emergency Relief Campaign

November 13, 2013by Grant Cox in News tagged , , , ,

Fresno-based broker-dealer & RIA raises funds for Philippines typhoon victims

SCF Securities launched Wednesday a national campaign to raise funds for the victims of the Philippines typhoon, which killed more than 1800 and injured almost 3000.

The initial plan was to raise funds through a soup lunch fundraiser at the company’s headquarters. As interest grew outside the home office staff, however, the company decided to expand its fundraising efforts

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