Carisa Bertrand (CRD# 6943043) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Saint George, UT and has over 5 years of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scf Investment Advisors, Inc. | St. George, UT | Feb 2024 - Current | < 1 |
| Scf Securities, Inc. | San Diego, CA | Feb 2004 - Current | 20 |
| New Millennium Group | St. George, UT | Aug 2022 - Feb 2024 | 1 |
| Wells Fargo Clearing Services, LLC | St George, UT | Jun 2021 - Jul 2022 | 1 |
| Wells Fargo Bank | Saint George, UT | Oct 2020 - Jun 2021 | < 1 |
| Wells Fargo Clearing Services, LLC | Saint George, UT | Apr 2018 - Oct 2020 | 2 |
| Wells Fargo Bank, Na | Saint George, UT | Feb 2016 - Apr 2018 | 2 |
| Utah State University | Tooele, UT | May 2016 - Aug 2017 | 1 |
| The Church Of Jesus Christ Of Latterday Saints | Houston, TX | Jul 2014 - Jan 2016 | 1 |
| Southern Utah University Parking Services | Cedar City, UT | Sep 2012 - Jun 2014 | 1 |
| Southern Utah University | Cedar City, UT | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- CA
- TX
- UT
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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
- 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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