Unclaimed
Dustin Weaver is a financial advisor with SCF Investment Advisors, Inc. Dustin has been in the financial services industry since 2009. Dustin holds the Series 6, 7, and 66 securities licenses. Dustin is a CERTIFIED FINANCIAL PLANNER™ professional. Dustin has experience working with individuals, families, businesses, and charitable organizations. Dustin's primary office is located in Bakersfield, CA. Dustin provides financial planning, portfolio management, and educational seminars. In the past, Dustin has been employed with Ameriprise Financial Services, Inc., LPL Financial LLC, and CUSO Financial Services, L.P..
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
05/13/2024 - Present
SCF Investment Advisors, Inc. (Bakersfield CA)
CA
11/24/2015 - 09/09/2019
AMERIPRISE FINANCIAL SERVICES, INC. (BAKERSFIELD CA)
CA
06/11/2013 - 10/06/2015
LPL FINANCIAL LLC (TEHACHAPI CA)
CA
12/21/2012 - 06/13/2013
CUSO FINANCIAL SERVICES, L.P. (BAKERSFIELD CA)
CA
10/18/2012 - 01/04/2013
J.P. MORGAN SECURITIES LLC (BAKERSFIELD CA)
CA
06/26/2012 - 10/16/2012
INVESTMENT CENTERS OF AMERICA, INC. (BAKERSFIELD CA)
CA
05/20/2009 - 06/29/2012
CUSO FINANCIAL SERVICES, L.P. (BAKERSFIELD CA)
BOTH
Issued 04/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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