Phillip Palmer (CRD# 4129857) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Safford, AZ and has over 23 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 | Sep 2019 - Current | 4 |
| Stadium Plaza LLC | Safford, AZ | Aug 2006 - Current | 17 |
| Global View Capital Advisors, Ltd. | Waukesha, WI | Apr 2014 - Sep 2019 | 5 |
| Global View Capital Management, Ltd | Waukesha, WI | Jan 2014 - Sep 2019 | 5 |
| Global View Capital Insurance, Ltd. | Waukesha, WI | Jan 2014 - Sep 2019 | 5 |
| Health Net | Safford, AZ | Nov 2014 - Aug 2019 | 4 |
| Golden Rule Insurance | Safford, AZ | Jan 2001 - Aug 2019 | 18 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2014 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- AZ
- TX
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.