Jeffrey Brown (CRD# 4864646) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in San Diego, CA and has over 19 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 |
Infinity Accounting & Tax Specialists, Plc | Mesa, AZ | Dec 2008 - Current | 15 |
Global View Capital Management, Ltd. | Waukesha, WI | Jan 2018 - Sep 2019 | 1 |
Global View Capital Insurance, Ltd. | Waukesha, WI | Nov 2017 - Sep 2019 | 1 |
Global View Capital Advisors, Ltd. | Waukesha, WI | Nov 2017 - Sep 2019 | 1 |
Infinity Wealth Managment, LLC | Mesa, AZ | Aug 2016 - Nov 2017 | 1 |
Williams Advisory Group | Mesa, AZ | Nov 2015 - Sep 2016 | < 1 |
Taylor Capital Management | Woodstock, GA | May 2011 - Nov 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- AZ
- TX
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Total Assets Under Management1,771MILLIONS
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Total Number of Accounts7,762ACCOUNTS
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Average Account Value$228,213
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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