Nathan
Sorensen

Scf Investment Advisors, Inc

CRD#4855597
Investment Advisor
in Safford, AZ

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About this Advisor

Nathan Sorensen is a financial advisor based out of Safford, Arizona with 4 years of relevant experience. Sorensen is an advisor for Scf Investment Advisors, Inc. Throughout their career, they have worked at Freeport-Mcmoran, Inc, Global View Capital Management, LTD, Capstone Tax, Advisory & Accounting, LLC, Vector Employer Solutions, Global View Capital Advisors, LTD, Global View Capital Insurance, LTD, Scf Investment Advisors, Inc and Sorenson Financial, LLC. Sorensen maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona and Texas. Scf Investment Advisors, Inc is an advisory firm that has its headquarters in Fresno, CA. The company has offices in 73 locations and a total of 267 financial advisors. It administers $2 billion in assets under management among its 7,762 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 7,762 client accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets. Scf Investment Advisors, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Scf Investment Advisors, Inc can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1200 W Thatcher Blvd
Safford, AZ 85546

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,771,389,008

AZ Average: $7,578,581,321
Total Number of Employees

267

AZ Average: 43
Total Number of Accounts

7,762

AZ Average: 3,727
Average Account Size

$228,213

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Nathan Sorensen Work History

Nathan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Scf Investment Advisors, Inc

2018 - Present (6 years)

Sorenson Financial, LLC

2018 - 2019 (1 year)

Global View Capital Insurance, LTD

2017 - 2019 (2 years)

Global View Capital Management, LTD

2017 - 2018 (1 year)

Capstone Tax, Advisory & Accounting, LLC

2017 - 2019 (2 years)

Vector Employer Solutions

2017 - 2019 (2 years)

Global View Capital Advisors, LTD

2013 - 2018 (5 years)

Freeport-Mcmoran, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nathan Sorensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Scf Investment Advisors, Inc

James Groce
Fresno, CA
Maegan Cooley
Prescott Valley, AZ
John Prewitt
Dallas, TX
Kyle Gardner
Fresno, CA
Scott Bresky
Fresno, CA
Reyn Wicklund
Fresno, CA
Justin Leland
Bakersfield, CA
Nathan Sorensen
Safford, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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