Scott
Slade

Scf Investment Advisors, Inc

CRD#5089912
Investment Advisor
in Fresno, CA

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About this Advisor

Scott Slade is a financial advisor who works out of Fresno, California who has 8 years of relevant experience. Slade is an employee of Scf Investment Advisors, Inc. During their career, Slade has held roles at Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, Slade Financial Advisory Pllc, Scf Securities, Inc and Scf Investment Advisors. Slade maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Arizona, Pennsylvania and Texas. Scf Investment Advisors, Inc is an advisory firm operating out of Fresno, CA. The company has offices in 73 locations and a total of 267 financial advisors. It has $2 billion in total assets across its 7,762 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 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. Scf Investment Advisors, Inc performs a wide range 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 for financial management typically vary depending on the services. However, fees charged by Scf Investment Advisors, Inc most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

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 Slade Work History

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

2015 - Present (9 years)

Scf Investment Advisors

2014 - Present (10 years)

Scf Securities, Inc

2011 - Present (13 years)

Slade Financial Advisory Pllc

2010 - 2014 (4 years)

Raymond James Financial Services

2010 - 2014 (4 years)

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