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.
SCF Securities, an independent boutique broker-dealer headquartered in California, announced today the venue for its 2014 National Sales Conference. The firm will return to Coronado Island for the second year in a row, hosting its event at the waterfront Loews Coronado Bay, April 28-30, 2014.
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
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
