Richard
Yemm

Scf Investment Advisors, Inc

CRD#2224927
Investment Advisor
in Vero Beach, FL

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About this Advisor

Richard Yemm is a financial advisor based in Vero Beach, Florida, working with Scf Investment Advisors, Inc. Richard has previously held positions at First Asset Managers, Kovack Securities, Inc, Kovack Advisors, Inc, Scf Securities, Inc, Scf Investment Advisors, Inc, Kms Financial Services, Inc, Securities America, Inc, and Securities America Advisors, Inc. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Richard is part of Scf Investment Advisors, Inc, which operates out of Vero Beach, Florida. 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 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

1940 10Th Ave Ste C
Vero Beach, FL 32960

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$2,554,158,376

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

351

FL Average: 43
Total Number of Accounts

11,146

FL Average: 3,727
Average Account Size

$229,155

FL 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

Richard Yemm Work History

2021 - Present (3 years)

Scf Securities, Inc

2021 - Present (3 years)

Scf Investment Advisors, Inc

1993 - Present (31 years)

First Asset Managers

2020 - 2021 (1 year)

Securities America, Inc

2020 - 2021 (1 year)

Securities America Advisors, Inc

2019 - 2020 (1 year)

Kms Financial Services, Inc

2013 - 2019 (6 years)

Kovack Securities, Inc

2013 - 2019 (6 years)

Kovack Advisors, Inc

Disclosures

Please visit the SEC profile of Richard Yemm 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

Wesley Moore
San Diego, CA
Sameer Phadke
San Diego, CA
Joseph Goll
San Diego, CA
Daniel Morris
Safford, AZ
Adam Worth
San Diego, CA
Stephen Derengowski
San Diego, CA
Christopher White
Fresno, CA
James Johnson
Salt Lake City, UT

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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