Sydney
Johnson

Scf Investment Advisors, Inc

CRD#7488013
Investment Advisor
in San Diego, CA

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About this Advisor

Sydney Johnson is a financial advisor based in San Diego, California, working with Scf Investment Advisors, Inc. Sydney has previously held positions at Thatcher Schools, Town Of Pima, Arizona State University, Downeast Basics, All Around Math, Lifetime Fitness, Family Medical Center, Sorensen Financial, Scf Investment Advisors, Inc, and Ash Creek Financial Advisors LLC. Sydney has passed the Series 65 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Sydney is part of Scf Investment Advisors, Inc, which operates out of San Diego, California. The firm has 76 offices and 351 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Scf Investment Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10150 Meanley Drive First Floor
San Diego, CA 92131

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$2,554,158,376

CA Average: $7,578,581,321
Total Number of Employees

351

CA Average: 43
Total Number of Accounts

11,146

CA Average: 3,727
Average Account Size

$229,155

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Sydney Johnson Work History

2022 - Present (2 years)

Scf Investment Advisors, Inc

2022 - Present (2 years)

Ash Creek Financial Advisors LLC

2020 - Present (4 years)

Sorensen Financial

2019 - 2019 (< 1 year)

Downeast Basics

2019 - 2020 (1 year)

All Around Math

2019 - 2019 (< 1 year)

Lifetime Fitness

2019 - 2020 (1 year)

Family Medical Center

2018 - 2021 (3 years)

Arizona State University

2018 - 2018 (< 1 year)

Arizona State University

2016 - 2019 (3 years)

Town Of Pima

2005 - 2018 (13 years)

Thatcher Schools

Disclosures

Please visit the SEC profile of Sydney Johnson 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

Christopher White
Fresno, CA
David Grzesk
San Diego, CA
Adam Worth
San Diego, CA
Sameer Phadke
San Diego, CA
Wesley Moore
San Diego, CA
Donald Miller
San Diego, CA
James Johnson
Salt Lake City, UT
Patrick Sier
Barrington, RI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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