James
Groce
Scf Investment Advisors, Inc
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About this Advisor
James Groce is a certified financial planner who works out of Fresno, California with 9 years of industry experience. Groce is currently employed by Scf Investment Advisors, Inc. Their career trajectory has included roles at Wfg Investments, Inc, Tfr Advisors, Llp, Scf Securities, Inc and Scf Investment Advisors, Inc. Groce maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Scf Investment Advisors, Inc is an advisory company that has its headquarters in Fresno, CA. It has offices in 73 locations and a total of 267 advisors. It has $2 billion in assets among its 7,762 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves four charitable organizations. Of its 7,762 accounts, just 4% are held by high-net-worth investors who have at least $1 million in assets. The business provides a wide array of services, including 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 usually are based on which service is offered. Fees billed by Scf Investment Advisors, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Scf Investment Advisors, Inc Brokerage Details
$1,771,389,008
267
7,762
$228,213
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
James Groce Work History
James has been registered as a financial advisor for 9 years.*
Scf Securities, Inc
Scf Investment Advisors, Inc
Wfg Investments, Inc
Tfr Advisors, Llp
*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 James Groce 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
Bakersfield, CA
Fresno, CA
Fresno, CA
Prescott Valley, AZ
Fresno, CA
Dallas, TX
Fresno, CA
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.
