Robert Kays (CRD# 1243454) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in West Linn, OR and has over 30 years of experience in the finance industry.
CRD# 4422816
Ameriprise Financial Services, LLC
CRD# 4299120
Wellspring Advisors, Inc.
CRD# 6885161
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scf Securities, Inc. | Fresno, CA | Aug 2020 - Current | 3 |
| Scf Investment Advisors, Inc. | Fresno, CA | Aug 2020 - Current | 3 |
| Risk Management Insurance Services, Inc. | West Linn, OR | Jun 1985 - Current | 38 |
| Kms Financial Services, Inc. | Seattle, WA | Oct 1993 - Aug 2020 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2003 |
- AZ
- CA
- ID
- OR
- TX
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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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