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Sherod Bailey Waite

SCF Investment Advisors, Inc.

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About Sherod Bailey Waite

Sherod Bailey Waite has been in the securities industry since August 5, 2007 and currently works for SCF Investment Advisors, Inc. as an investment advisor representative. Prior to joining SCF Investment Advisors, Sherod Bailey Waite worked for BROKERSXPRESS LLC. Sherod Bailey Waite is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative and holds the Series 66, Series 7, and Series 24 licenses. Sherod Bailey Waite's primary office is located in Bakersfield, California.

Firm Information

Sherod Waite 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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Sherod Waite’s Registration & Firm History

CA

11/28/2011 - Present

SCF Investment Advisors, Inc. (Bakersfield CA)

CA

08/06/2007 - 11/29/2011

BROKERSXPRESS LLC (BAKERSFIELD CA)

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Licenses & Designations

BOTH

Issued 09/04/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sherod Bailey Waite.
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