Kurt Castaneda (CRD# 6301472) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in San Diego, CA and has over 10 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scf Investment Advisors, Inc. | Fresno, CA | Sep 2019 - Current | 4 |
| Mesa Fire/medical Department | Mesa, AZ | Aug 2007 - Current | 16 |
| Global View Capital Insurance, Ltd. | Waukesha, WI | Oct 2016 - Sep 2019 | 2 |
| Global View Capital Management, Ltd | Waukesha, WI | Feb 2014 - Sep 2019 | 5 |
| Global View Captial Advisors, Ltd. | Waukesha, WI | Feb 2014 - Sep 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- AZ
- CT
-
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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