Maegan Bauman (CRD# 6120106) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Prescott Valley, AZ and has 1 year of experience in the finance industry.
CRD# 7052252
Lane Brothers Investment Counsel
CRD# 4881991
Yavapai Financial Planning, LLC
CRD# 3185060
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scf Investment Advisors, Inc. | Fresno, CA | Jul 2022 - Current | 1 |
| City Of Peoria | Peoria, AZ | May 2019 - Current | 4 |
| City Of Mesa | Mesa, AZ | Feb 2013 - May 2019 | 6 |
| Starbucks | Phoenix, AZ | Jun 2016 - Oct 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- AZ
-
Total Assets Under Management2,554MILLIONS
-
Total Number of Accounts11,146ACCOUNTS
-
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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