SCF Newsroom

SCF Lures Advisors from Cetera

SCF Lures Cetera/Walnut Street Team of 4 Advisors

From AdvisorOne.com

The move puts the Fresno-based IBD at more than $1 billion in affilated client assets and 140 advisors

SCF Securities said Thursday that it attracted a team of four independent advisors based in Portland, Ore., and formerly affiliated with Walnut Street Securities.

The hybrid team, which does business as Summit Financial Strategies, was being acquired by Cetera Financial Group of El Segundo, Calif. Cetera—led by Valerie Brown—struck a deal in early


Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

From WealthManagement.com

Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

Whoever said small IBDs were in trouble? A four-advisor team managing $145 million in assets is leaving Walnut Street Securities, which recently announced its purchase by Cetera, to join SCF Securities, a boutique independent broker/dealer based in Fresno, Calif.

Advisors Brett Langer, Keith Bandettini, Will Gingell, and Beverly Cox of The Summit Financial Strategies in Beaverton, Ore., turned down retention packages from Cetera to move to SCF.


2013 Diamond Financial Advisor Award

2013 Diamond Advisor Award Recipients Named

Top producing financial advisors receive award

SCF Securities, an independent boutique broker-dealer headquartered in California, recognized its top-producing advisors today by naming them recipients of the firm’s 2013 Diamond Advisor Award. Any of the firm’s advisors with an annual gross dealer concession of six figures is eligible for the award. SCF President and CEO Randy L. Meadows presented the awards during a banquet dinner at


Coronado Marriott with view of San Diego

SCF Announces Venue for 2013 National Sales Conference

Financial Advisors to Convene at Coronado Island Marriott Resort & Spa

SCF Securities, an independent boutique broker-dealer headquartered in California, announced today the venue for its 2013 National Sales Conference. The firm will host its annual conference at the charming Coronado Island Marriott Resort and Spa, April 29 – May 1, 2013.

SCF’s top-tier registered representatives and financial advisors from across the country will attend the event. The conference will feature world-class speakersfrom the financial industry’s leading


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