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Scott Lawrence Clark

SCF Investment Advisors, Inc.

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About Scott Lawrence Clark

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.

Firm Information

Scott Clark 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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Scott Clark’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Scott Lawrence Clark. Review regulatory record here.
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