Scott
Clark

Scf Investment Advisors, Inc

CRD#2712285
Investment Advisor
in Fresno, CA

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About this Advisor

Scott Clark is a certified financial planner based out of Fresno, California who has 9 years of industry experience. Clark is an employee of Scf Investment Advisors, Inc. Their career trajectory has included roles at Scf Securities, Inc, Scf Investment Advisors, Inc and Scf Marketing, Inc. Clark has a Series 63 license, which qualifies them as a securities broker, and is able to serve investors in Alabama, California, Kentucky, New York, Tennessee and Washington. Scf Investment Advisors, Inc is an advisory business operating out of Fresno, CA. The investment advisory business has offices in 73 locations and a total of 267 financial advisors. It handles $2 billion in assets under management among its 7,762 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves four charities and foundations. Of its 7,762 accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets. Scf Investment Advisors, Inc offers a diverse array 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. Financial management fees largely vary depending on the type of financial services offered. However, fee types charged by Scf Investment Advisors, Inc likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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

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

Scott Clark Work History

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

2003 - Present (21 years)

Scf Securities, Inc

2003 - Present (21 years)

Scf Investment Advisors, Inc

2002 - Present (22 years)

Scf Marketing, Inc

*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 Scott Clark 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

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

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