David Dosik, financial advisor Fresno CA
38 score

David Dosik

CRD Number: 1978544
Current Firm: Scf Investment Advisors, Inc.

David Dosik (CRD# 1978544) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Fresno, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Scf Securities, Inc. Fresno, CA Aug 2012 - Current 4
Scf Investment Advisors, Inc. Fresno, CA Aug 2012 - Current 4
Brokersxpress Chicago, IL Dec 2007 - Aug 2012 4
Financial West Group Westlake Village, CA Feb 2002 - Dec 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination May 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for David L. Dosik
Phone Number: 559-456-6108
Registered State(s):
  • FL
  • IL
  • MO
  • NC
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    966
    MILLIONS
  • Total Number of Accounts
    9,500
    ACCOUNTS
  • Average Account Value
    $101,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
38

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