John
Prewitt

Scf Investment Advisors, Inc

CRD#6131021
Investment Advisor
in Dallas, TX

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About this Advisor

John Prewitt is a financial advisor who works in Dallas, Texas, with 7 years of relevant experience. Prewitt is an employee of Scf Investment Advisors, Inc. Throughout their career, they have worked at Woodbury Financial Services, Inc, Scf Securities, Inc, Scf Investment Advisors, Inc and Prewitt Cpa, Pllc. Prewitt holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in California, Hawaii and Texas. Scf Investment Advisors, Inc is a registered investment business operating out of Fresno, CA. The investment advisory business has offices in 73 locations and a total of 267 people on staff. It has $2 billion in assets under management between its 7,762 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 7,762 accounts, just 4% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm provides a diverse array 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. Fees charged by financial advisors are based on which services are provided. However, fee types charged by Scf Investment Advisors, Inc can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

4245 N Central Expressway #235
Dallas, TX 75205

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,771,389,008

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

267

TX Average: 43
Total Number of Accounts

7,762

TX Average: 3,727
Average Account Size

$228,213

TX 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

John Prewitt Work History

John 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

2013 - Present (11 years)

Prewitt Cpa, Pllc

2013 - 2016 (3 years)

Woodbury Financial Services, Inc

*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 John Prewitt 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

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

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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