Bruce
Fong

Scf Investment Advisors, Inc

CRD#1517536
Investment Advisor
in Honolulu, HI

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About this Advisor

Bruce Fong is a financial advisor working in Honolulu, Hawaii with 7 years of industry experience. Fong is currently employed by Scf Investment Advisors, Inc. Throughout their career, Fong has worked at Associated Securities Corp, Lpl Financial LLC, Scf Securities, Inc and Scf Investment Advisors, Inc. Fong holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Hawaii and Texas. Scf Investment Advisors, Inc is an advisory firm that has its headquarters in Fresno, CA. It has offices in 73 locations and a total of 267 financial advisors. It oversees $2 billion in total assets among its 7,762 accounts, placing it among the largest firms in the country by assets under management. The firm serves four charitable organizations. Of its 7,762 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company has 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. Financial management fee schedules usually depend on which services are provided. However, fee types charged by Scf Investment Advisors, Inc can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

850 West Hind Dr., Ste 212A
Honolulu, HI 96821

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,771,389,008

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

267

HI Average: 43
Total Number of Accounts

7,762

HI Average: 3,727
Average Account Size

$228,213

HI 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

Bruce Fong Work History

Bruce has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Scf Securities, Inc

2016 - Present (8 years)

Scf Investment Advisors, Inc

2008 - Present (16 years)

Associated Securities Corp

2009 - 2016 (7 years)

Lpl Financial LLC

*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 Bruce Fong 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

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