Sherod Waite (CRD# 5395809) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Bakersfield, CA and has over 16 years of experience in the finance industry.
CRD# 4291736
Lpl Financial LLC
CRD# 6682449
J.p. Morgan Securities LLC
CRD# 1960365
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scf Securities, Inc. | Fresno, CA | Nov 2011 - Current | 12 |
| Scf Investment Advisors, Inc. | Fresno, CA | Nov 2011 - Current | 12 |
| Moneywise, Inc. | Bakersfield, CA | Jul 2008 - Current | 15 |
| Wa Consulting, Inc. | Bakersfield, CA | Jan 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- CA
- HI
- IL
- KS
- KY
- LA
- NM
- NC
- TX
- WI
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Total Assets Under Management2,554MILLIONS
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Total Number of Accounts11,146ACCOUNTS
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Average Account Value$229,155
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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