Christopher
Stewart

Scf Investment Advisors, Inc

CRD#4839249
Investment Advisor
in Martinsburg, WV

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About this Advisor

Christopher Stewart is a financial advisor operating in Martinsburg, West Virginia who has 6 years of industry experience. Stewart is on the advisory team at Scf Investment Advisors, Inc. Over the course of their career, they have held roles at Proequities, Inc, Scf Securities, Inc and Scf Investment Advisors, Inc. Stewart holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana, Michigan, New Jersey, Washington and West Virginia. Scf Investment Advisors, Inc is a company that has its headquarters in Fresno, CA. It has offices in 73 locations and a total of 267 financial advisors. It controls $2 billion in total assets between its 7,762 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 7,762 customer accounts, just 4% belong to high-net-worth investors who have more than $1 million in investable assets. The company offers a broad array 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. A financial advisor's fee schedules vary depending on which services are offered. Fee types billed by Scf Investment Advisors, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

1604 West King Street
Martinsburg, WV 25401

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,771,389,008

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

267

WV Average: 43
Total Number of Accounts

7,762

WV Average: 3,727
Average Account Size

$228,213

WV 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

Christopher Stewart Work History

Christopher has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Scf Securities, Inc

2016 - Present (8 years)

Scf Investment Advisors, Inc

2011 - 2016 (5 years)

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