Ria
Gost

Scf Investment Advisors, Inc

CRD#2762417
Investment Advisor
in Fresno, CA

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About this Advisor

Ria Gost is a financial advisor based in Fresno, California who has 1 year of industry experience. Gost is an advisor for Scf Investment Advisors, Inc. Their career trajectory has included roles at Law Office Of David Sean Dufek, Fsc Securities Corporation, First Allied Securities, Inc, Cuso Financial Services, Lp, Axos Invest, Inc, Scf Securities, Inc, Scf Investment Advisors, Inc, Behavioral Health Works, Chalice Capital Partners, LLC, Chalice Wealth Advisors, LLC, Axos Invest, LLC and National Association For The Treatment Of Sexual Abuse. Gost holds a Series 63 license, designating them as a securities representative, and is able to work in California. Scf Investment Advisors, Inc is a financial advisory company that has its headquarters in Fresno, CA. It has offices in 73 locations and a total of 267 advisors. It handles $2 billion in total assets between its 7,762 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 7,762 client accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Scf Investment Advisors, Inc 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 depend on the services provided. Fee types billed by Scf Investment Advisors, Inc can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

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

Ria Gost Work History

Ria has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Scf Securities, Inc

2022 - Present (2 years)

Scf Investment Advisors, Inc

2021 - 2022 (1 year)

Behavioral Health Works

2020 - 2020 (< 1 year)

Axos Invest, Inc

2020 - 2020 (< 1 year)

Axos Invest, LLC

2019 - 2020 (1 year)

National Association For The Treatment Of Sexual Abuse

2018 - 2019 (1 year)

Chalice Capital Partners, LLC

2018 - 2019 (1 year)

Chalice Wealth Advisors, LLC

2015 - 2018 (3 years)

Cuso Financial Services, Lp

2014 - 2015 (1 year)

First Allied Securities, Inc

2013 - 2013 (< 1 year)

Law Office Of David Sean Dufek

2013 - 2013 (< 1 year)

Fsc Securities 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 Ria Gost 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

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