Rene
Licon

Scf Investment Advisors, Inc

CRD#2353239
Investment Advisor
in Whittier, CA

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About this Advisor

Rene Licon is a certified financial planner operating out of Whittier, California who has 9 years of industry experience. Licon is an employee of Scf Investment Advisors, Inc. During their career, the advisor has held roles at Lpl Financial Corporation, Financial Telesis Inc, Scf Securities, Inc and Scf Investment Advisors, Inc. Licon maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can work in California and New York. Scf Investment Advisors, Inc is a business that has its headquarters in Fresno, CA. The investment advisory business has offices in 73 locations and a total of 267 advisors. It manages $2 billion in assets across its 7,762 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to four charitable organizations. Of its 7,762 client accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in assets. Scf Investment Advisors, Inc offers a diverse set 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 management are based on which service is offered. Fee types charged by Scf Investment Advisors, Inc most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

9507 Armley Ave
Whittier, CA 90603

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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

Rene Licon Work History

Rene 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)

Financial Telesis Inc

2005 - 2013 (8 years)

Lpl Financial Corporation

*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 Rene Licon 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

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

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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