Unclaimed
Scott Lawrence Clark is an investment advisor representative with SCF Investment Advisors, Inc. Scott has been in the securities industry since March 1996. Scott is registered with the following states: Alabama, California, Kentucky, Tennessee, Virginia, and Washington. Scott also holds the following securities licenses: Series 6, Series 7, and Series 63. Scott has earned the designation of Certified Financial Planner. Scott's specializations include fixed income, mutual funds, variable annuities, stocks, bonds, and retirement planning. SCF Investment Advisors, Inc. is a registered investment advisor with the Securities and Exchange Commission. SCF Investment Advisors, Inc. provides financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.
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.
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2
CA
03/06/2017 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
IL
01/21/2005 - 12/06/2007
REGAL SECURITIES, INC. (GLENVIEW IL)
IA
01/10/1997 - 12/31/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NE
02/27/1996 - 12/31/1996
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 06/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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