Unclaimed
Christopher Tool is a registered investment advisor representative with SCF Investment Advisors, Inc. Christopher has been in the industry since June 19, 1996 and is registered in Arizona, California, Colorado, Florida, Georgia, Idaho, New Mexico, North Carolina, Ohio, South Dakota, Texas. Christopher has held previous registrations with Summit Brokerage Services, Inc. and LPL Financial LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
07/12/2021 - Present
SCF Investment Advisors, Inc. (Canyon Lake CA)
CA
03/14/2012 - 12/23/2016
SUMMIT BROKERAGE SERVICES, INC. (CORONA CA)
CA
10/01/2009 - 11/28/2011
LPL FINANCIAL LLC (CHINO CA)
CA
03/06/1996 - 10/02/2009
PFS INVESTMENTS INC. (RANCHO CUCAMONGA CA)
IA
Issued 11/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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