Keith
Bandettini

Scf Investment Advisors, Inc

CRD#5734091
Investment Advisor
in Beaverton, OR

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About this Advisor

Keith Bandettini is a certified financial planner working in Beaverton, Oregon with 10 years of industry experience. Bandettini works at Scf Investment Advisors, Inc. Their career trajectory has included roles at Various Insurance Carriers For W&R Insurance Agencies, Walnut Street Securities, Scf Securities, Inc, Scf Investment Advisors, Inc and Summit Financial Strategies. Bandettini maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alaska, Arizona, California, Florida, Nevada, New Mexico, North Carolina, Oregon and Washington. Scf Investment Advisors, Inc is a financial advisory company headquartered in Fresno, CA. The firm has offices in 73 locations and a total of 267 advisors. It controls $2 billion in assets under management among its 7,762 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 7,762 accounts, just 4% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Scf Investment Advisors, Inc may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 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

1904 Nw 169Th Place, Ste 201
Beaverton, OR 97006

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,771,389,008

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

267

OR Average: 43
Total Number of Accounts

7,762

OR Average: 3,727
Average Account Size

$228,213

OR 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

Keith Bandettini Work History

Keith has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Scf Securities, Inc

2013 - Present (11 years)

Scf Investment Advisors, Inc

2012 - Present (12 years)

Summit Financial Strategies

2010 - Present (14 years)

Various Insurance Carriers For W&R Insurance Agencies

2011 - 2013 (2 years)

Walnut Street Securities

*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 Keith Bandettini 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
Justin Leland
Bakersfield, CA
Reyn Wicklund
Fresno, CA
John Prewitt
Dallas, TX
Scott Bresky
Fresno, CA
Nathan Sorensen
Safford, AZ
Kyle Gardner
Fresno, CA

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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