Darleen
Gilmore

Scf Investment Advisors, Inc

CRD#730038
Investment Advisor
in Austin, TX
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About this Advisor

Darleen Gilmore is a certified financial planner in Austin, Texas. Currently a registered financial advisor with Scf Investment Advisors, Inc, they have accrued an impressive 25 years of work experience in the financial advisory industry. Gilmore holds a Series 63 license, which designates them as a securities broker. Gilmore is able to serve clients based out of Texas. During their career, Gilmore has held roles at Lpl Financial, LLC, Insurance -, Scf Securities, Inc and Scf Investment Advisors, Inc. Scf Investment Advisors, Inc is headquartered in Austin, Texas, and operates out of 92 additional offices across the country. Overall, Scf Investment Advisors, Inc manages $1 billion in assets throughout 5,002 accounts and retains more than 120 people. The amount of assets the firm manages places it among the larger financial advisory firms in the country. The firm manages 4,593 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Scf Investment Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

25 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, Commissions

Disclosures

No

Office Location

1106 Clayton Lane, Suite 553W
Austin, TX 78723

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,159,252,700

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

137

TX Average: 43
Total Number of Accounts

6,221

TX Average: 3,727
Average Account Size

$186,345

TX Average: $2,033,427

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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

Darleen Gilmore Work History

Darleen has 25 years of experience.

2013 - Present (6 years)

Scf Securities, Inc

2013 - Present (6 years)

Scf Investment Advisors, Inc

1996 - Present (23 years)

Insurance -

1993 - 2013 (20 years)

Lpl Financial, LLC

Disclosures

Darleen Gilmore has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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