Scf Investment Advisors, Inc

Investment Advisor
in Fresno, CA

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About this Advisor

David Rhodes is a certified financial planner and chartered financial consultant who works in Fresno, California who has 6 years of relevant experience. Rhodes currently works for Scf Investment Advisors, Inc. Over the course of their career, they have held roles at Sammons Securities Company, LLC, Parkland Securities, LLC, Scf Securities, Inc and Scf Investment Advisors, Inc. Rhodes holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Nebraska and Tennessee. Scf Investment Advisors, Inc is a registered investment business operating out of Fresno, CA. The investment advisory business has offices in 73 locations and a total of 267 people on staff. It oversees $2 billion in total assets across its 7,762 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 7,762 accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in investable assets. Scf Investment Advisors, Inc has 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 for financial advice usually are based on the type of services provided. However, fee types charged by Scf Investment Advisors, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

6 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

155 E. Shaw Avenue Suite #102
Fresno, CA 93710

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management


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


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA 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

David Rhodes Work History

David has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Scf Securities, Inc

2017 - Present (7 years)

Scf Investment Advisors, Inc

2014 - 2017 (3 years)

Parkland Securities, LLC

2012 - 2014 (2 years)

Sammons Securities Company, LLC

*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.


Please visit the SEC profile of David Rhodes 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

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

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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