Justin
Leland

Scf Investment Advisors, Inc

CRD#6524928
Investment Advisor
in Bakersfield, CA

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About this Advisor

Justin Leland is a certified financial planner who works out of Bakersfield, California with a total of 8 years of relevant experience. Leland is on the advisory team at Scf Investment Advisors, Inc. Leland has gained experience at Principal Life Insurance Company, Princor Financial Services Corporation, Ryder Transportation, Scf Securities, Inc and Scf Investment Advisors, Inc. Leland maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arkansas, California, Florida, Idaho, Kentucky, New Mexico, North Carolina, Oklahoma, South Carolina, Texas, Utah, Virginia and Washington. Scf Investment Advisors, Inc is a company based in Fresno, CA. It has offices in 73 locations and a total of 267 advisors. It oversees $2 billion in assets between its 7,762 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 7,762 accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets. The company has a number 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 typically vary depending on the financial services provided. Fees billed by Scf Investment Advisors, Inc likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 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

8700 Stockdale Hwy
Bakersfield, CA 93311

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,771,389,008

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

267

CA Average: 43
Total Number of Accounts

7,762

CA Average: 3,727
Average Account Size

$228,213

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

Justin Leland Work History

Justin has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Scf Securities, Inc

2015 - Present (9 years)

Scf Investment Advisors, Inc

2015 - 2015 (< 1 year)

Principal Life Insurance Company

2015 - 2015 (< 1 year)

Princor Financial Services Corporation

2013 - 2015 (2 years)

Ryder Transportation

*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 Justin Leland 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
Scott Bresky
Fresno, CA
Justin Leland
Bakersfield, CA
Reyn Wicklund
Fresno, 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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