Daniel Morris (CRD# 6253121) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Safford, AZ and has over 9 years of experience in the finance industry.
CRD# 4411270
Scf Investment Advisors, Inc.
CRD# 4849781
Edward Jones
CRD# 4811639
Scf Investment Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scf Investment Advisors, Inc. | Fresno, CA | Feb 2020 - Current | 4 |
| Scf Securities, Inc. | Fresno, CA | Jul 2020 - Dec 2020 | < 1 |
| Freeport Mcmoran, Inc. | Morenci, AZ | Aug 2019 - Nov 2019 | < 1 |
| Jp Morgan Securities LLC | Safford, AZ | Mar 2016 - Aug 2019 | 3 |
| Jp Morgan Chase Bank | Safford, AZ | Mar 2016 - Aug 2019 | 3 |
| Unemployed | Tempe, AZ | Sep 2015 - Mar 2016 | < 1 |
| Rio Salado College | Tempe, AZ | Aug 2015 - Nov 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Jan 2015 - Sep 2015 | < 1 |
| Bank Of America | Chander, AZ | Jan 2015 - Sep 2015 | < 1 |
| Unemployed | Tempe, AZ | Oct 2014 - Jan 2015 | < 1 |
| Cdw | Chandler, AZ | Jun 2014 - Oct 2014 | < 1 |
| Hatch Brother's Auto Center | Safford, AZ | Nov 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2015 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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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
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- 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
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