Gordon Montierth, financial advisor Fresno CA
69 score

Gordon Montierth

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Wealth Concepts Mesa, AZ Aug 2009 - Current 7
Pre Paid Legal Mesa, AZ Jan 2007 - Current 9
Scf Investment Advisors, Inc. Fresno, CA Mar 2005 - Current 11
Scf Securities, Inc. Fresno, CA Oct 2000 - Current 16
Scf Marketing, Inc. Fresno, CA Oct 2000 - Current 16
Self Employed Phx, AZ Oct 1994 - Current 22
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
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:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Gordon L. Montierth
Phone Number: 559-456-6108
Registered State(s):
  • AZ
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
69

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