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Patrick T Duffy

SCF Investment Advisors, Inc.

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About Patrick T Duffy

Patrick T Duffy is a financial advisor at SCF Investment Advisors, Inc. Patrick has over 10 years of experience in the financial services industry. Patrick is licensed to provide investment advice in Arizona. He is also registered as a Registered Representative with FINRA.

Firm Information

Patrick Duffy is currently registered with SCF Investment Advisors, Inc.. SCF Investment Advisors, Inc. is an investment advisor headquartered in SAN DIEGO, CA, United States. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They also offer selection of other advisors and have approximately 2,554,158,376 in regulatory assets under management.
SCF Investment Advisors, Inc.

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$2.55B

Assets Under Management

3,491

Total Clients

109

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Duffy’s Registration & Firm History

AZ

03/31/2022 - Present

SCF Investment Advisors, Inc. (Surprise AZ)

AZ

11/15/2017 - 03/31/2022

FIRST FINANCIAL EQUITY CORPORATION (Glendale AZ)

AZ

11/09/2012 - 11/02/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUN CITY AZ)

AZ

01/24/2012 - 08/03/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (SUN CITY AZ)

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Licenses & Designations

IA

Issued 12/22/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/29/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Patrick T Duffy. Review regulatory record here.
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