Sydney Johnson (CRD# 7488013) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in San Diego, CA and has over 2 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Scf Investment Advisors, Inc. | Fresno, CA | Jan 2022 - Current | 2 |
Ash Creek Financial Advisors LLC | Safford, AZ | Jan 2022 - Current | 2 |
Sorensen Financial | Safford, AZ | Nov 2020 - Current | 3 |
Arizona State University | Tempe, AZ | Aug 2018 - May 2021 | 2 |
All Around Math | Tempe, AZ | Aug 2019 - Dec 2020 | 1 |
Family Medical Center | Safford, AZ | Dec 2019 - Nov 2020 | < 1 |
Lifetime Fitness | Tempe, AZ | Aug 2019 - Nov 2019 | < 1 |
Town Of Pima | Pima, AZ | May 2016 - Aug 2019 | 3 |
Downeast Basics | Mesa, AZ | Jan 2019 - Apr 2019 | < 1 |
Arizona State University | Tempe, AZ | Aug 2018 - Dec 2018 | < 1 |
Thatcher Schools | Thatcher, AZ | Aug 2005 - May 2018 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- AZ
- TX
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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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