Kyle
Gardner

Scf Investment Advisors, Inc

CRD#4824288
Investment Advisor
in Fresno, CA

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About this Advisor

Kyle Gardner is a financial advisor who works out of Fresno, California with 9 years of industry experience. Gardner is on the advisory team at Scf Investment Advisors, Inc. Throughout their career, they have worked at Wfg Investments, Inc, Tfr Advisors, Llp, Scf Securities, Inc and Scf Investment Advisors, Inc. Gardner has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Maryland, Missouri, New Mexico and Texas. Scf Investment Advisors, Inc is an advisory firm based in Fresno, CA. It has offices in 73 locations and a total of 267 people on staff. It has $2 billion in assets under management among its 7,762 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 7,762 client accounts, just 4% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business offers a wide assortment 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. Financial advisory fee schedules usually vary depending on the services. Fee types charged by Scf Investment Advisors, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 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

$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

Kyle Gardner Work History

Kyle has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Scf Securities, Inc

2014 - Present (10 years)

Scf Investment Advisors, Inc

2013 - 2014 (1 year)

Wfg Investments, Inc

2013 - 2014 (1 year)

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 Kyle Gardner 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
John Prewitt
Dallas, TX
Kyle Gardner
Fresno, CA
Nathan Sorensen
Safford, AZ
James Groce
Fresno, CA
Justin Leland
Bakersfield, CA
Scott Bresky
Fresno, 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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