Murray PetersenCRD Number: 1311730
Current Firm: Scf Investment Advisors, Inc.
Murray Petersen (CRD# 1311730) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Roseville, CA and has over 31 years of experience in the finance industry. Murray Petersen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Scr Securities, Inc.||Fresno, CA||Nov 2015 - Current||2|
|Scf Investment Advisors, Inc.||Fresno, CA||Nov 2015 - Current||2|
|Windsor Assets||Roseville, CA||May 2008 - Current||10|
|Wfg Advisors||Dallas, TX||Nov 2012 - Nov 2015||3|
|Commonwealth Financial Network||Waltham, MA||May 2008 - Oct 2012||4|
|Financial Network Investment Corporation||Rancho Cordova, CA||Oct 1984 - May 2008||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1987|
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:
- Customer Dispute
- Judgments / Liens
Total Assets Under Management1,176MILLIONS
Total Number of Accounts7,119ACCOUNTS
Average Account Value$165,154
- 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, ND, 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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