Sherod WaiteCRD Number: 5395809
Current Firm: Scf Investment Advisors, Inc.
Sherod Waite (CRD# 5395809) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Fresno, CA and has over 10 years of experience in the finance industry.
Diversified Wealth Management Solutions, LLC
Scf Investment Advisors, Inc.
Cetera Investment Advisers LLC
|Scf Securities, Inc.||Fresno, CA||Nov 2011 - Current||5|
|Scf Investment Advisors, Inc.||Fresno, CA||Nov 2011 - Current||5|
|Moneywise, Inc.||Bakersfield, CA||Jul 2008 - Current||9|
|Wa Consulting, Inc.||Bakersfield, CA||Jan 2003 - Current||14|
|Brokersxpress, LLC||Chicago, IL||Jul 2007 - Nov 2011||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
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