Sheryl
Johnson

Scf Investment Advisors, Inc

CRD#1527926
Investment Advisor
in Salisbury, NC

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About this Advisor

Sheryl Johnson is a financial advisor based in Salisbury, North Carolina, working with Scf Investment Advisors, Inc. Sheryl has previously held positions at Scf Securities, Inc, Scf Investment Advisors, Inc, and Lpl Financial, LLC. Sheryl has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, Sheryl is part of Scf Investment Advisors, Inc, which operates out of Salisbury, North Carolina. 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

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

Salisbury, NC

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$2,554,158,376

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

351

NC Average: 43
Total Number of Accounts

11,146

NC Average: 3,727
Average Account Size

$229,155

NC 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

Sheryl Johnson Work History

2019 - Present (5 years)

Scf Securities, Inc

2019 - Present (5 years)

Scf Investment Advisors, Inc

1986 - 2019 (33 years)

Lpl Financial, LLC

Disclosures

Please visit the SEC profile of Sheryl 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
Patrick Sier
Barrington, RI
Stephen Derengowski
San Diego, CA
Wesley Moore
San Diego, CA
Ria Gost
San Diego, CA
Adam Worth
San Diego, CA
Sameer Phadke
San Diego, CA

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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