Gordon MontierthCRD Number: 2975854
Current Firm: Scf Investment Advisors, Inc.
Gordon Montierth (CRD# 2975854) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Fresno, CA and has over 19 years of experience in the finance industry.
Diversified Wealth Management Solutions, LLC
Scf Investment Advisors, Inc.
Cetera Investment Advisers LLC
|Strategic Wealth Concepts||Mesa, AZ||Aug 2009 - Current||8|
|Pre Paid Legal||Mesa, AZ||Jan 2007 - Current||10|
|Scf Investment Advisors, Inc.||Fresno, CA||Mar 2005 - Current||12|
|Scf Securities, Inc.||Fresno, CA||Oct 2000 - Current||17|
|Scf Marketing, Inc.||Fresno, CA||Oct 2000 - Current||17|
|Self Employed||Phx, AZ||Oct 1994 - Current||23|
|Choice Loan Consulting||Mesa, AZ||Dec 2008 - Dec 2009||1|
|Silmons Financial, Inc.||Mesa, AZ||Mar 2002 - Oct 2009||7|
|Sterling Mortgage||Phoenix, AZ||Feb 2009 - Aug 2009||< 1|
|Express One Mortgage||Gilbert, AZ||Oct 2008 - Feb 2009||< 1|
|Silmons Mortgage Services||Mesa, AZ||Dec 2005 - Oct 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2005|
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:
- Financial Issue
- Judgments / Liens
Total Assets Under Management966MILLIONS
Total Number of Accounts9,500ACCOUNTS
Average Account Value$101,684
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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