Garrold
Ellis

Scf Investment Advisors, Inc

CRD#3097898
Investment Advisor
in Bakersfield, CA

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About this Advisor

Garrold Ellis is a financial advisor based in Bakersfield, California, working with Scf Investment Advisors, Inc. Garrold has previously held positions at Sm Aquisition, Inc, Moneywise, Moneywise, Inc, and Scf Investment Advisors, Inc. Garrold has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Garrold is part of Scf Investment Advisors, Inc, which operates out of Bakersfield, California. The firm has 76 offices and 351 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Scf Investment Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8700 Stockdale Hwy
Bakersfield, CA 93311

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$2,554,158,376

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

351

CA Average: 43
Total Number of Accounts

11,146

CA Average: 3,727
Average Account Size

$229,155

CA Average: $2,033,427

Investment Advisory Services

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

Garrold Ellis Work History

2011 - Present (13 years)

Moneywise, Inc

2011 - Present (13 years)

Scf Investment Advisors, Inc

2004 - Present (20 years)

Moneywise

2003 - Present (21 years)

Sm Aquisition, Inc

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Disclosures

Please visit the SEC profile of Garrold Ellis 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

David Grzesk
San Diego, CA
Patrick Sier
Barrington, RI
Stephen Derengowski
San Diego, CA
Christopher White
Fresno, CA
Sameer Phadke
San Diego, CA
Ria Gost
San Diego, CA
Donald Miller
San Diego, CA
Joseph Goll
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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