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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Other Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
SCF Securities, Inc. 4 years, 10 months Jan 2015 - Present
Scf Investment Advisors, Inc. 4 years, 11 months Dec 2014 - Present
Tfr Advisors, LLP 1 year, 7 months May 2013 - Dec 2014
Wfg Investments 1 year, 5 months Jan 2012 - Jun 2013
Wfg Advisors, Lp 1 year, 5 months Jan 2012 - Jun 2013
Sky King Foundation 7 months Jun 2011 - Jan 2012
Summit Alliance Investment Group 7 months Oct 2010 - May 2011
Summit Alliance Investment Group 5 months May 2010 - Oct 2010
Summitalliance Advisors 4 years, 3 months Oct 2007 - Jan 2012
Summitalliance Securities 4 years, 3 months Oct 2007 - Jan 2012

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Joshua Dunham

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Answers

Ask a financial questionAsk a question
How can I assess the performance of the Fixed Asset segment of my portfolio versus the overall market average?
Many financial websites offer ways to chart the performance of various Mutual Funds (Including Fixed Income Investments). These charting tools will often let you compare this performance to a broad market index such as the S&P 500 or the Dow Jones Industrial Average....  (more)
Answered Jul 2012
How can I find out if I have money in a 401K with Florida Tile?
To determine your 401K balance, allocation, and contribution history, you should first contact your Human Resources Department. They will most likely direct you to an online portal for your Plan Sponsor. If you have not accessed this information before, you may need to register for this access. U...  (more)
Answered Jul 2012
Can I view my 401(k) statement online?
To determine your 401K balance, allocation, and contribution history, you should first contact your Human Resources Department. They will most likely direct you to an online portal for your Plan Sponsor. If you have not accessed this information before, you may need to register for this access. U...  (more)
Answered Jul 2012
When our company changed retirement company monies were withdrawed, but i know there was a small amount left in my account. How can i know what happened to my monies that were left in there?
To determine your 401K balance, allocation, and contribution history, you should first contact your Human Resources Department. They will most likely direct you to an online portal for your Plan Sponsor. If you have not accessed this information before, you may need to register for this access. U...  (more)
Answered Jul 2012
I am trying to figure out how much I have in my 401k?
To determine your 401K balance, allocation, and contribution history, you should first contact your Human Resources Department. They will most likely direct you to an online portal for your Plan Sponsor. If you have not accessed this information before, you may need to register for this access. U...  (more)
Answered Jul 2012
How much do i have in my 401k?
To determine your 401K balance, allocation, and contribution history, you should first contact your Human Resources Department. They will most likely direct you to an online portal for your Plan Sponsor. If you have not accessed this information before, you may need to register for this access. U...  (more)
Answered Jul 2012
How do i find my401k?
To determine your the location of your 401K you should first contact your Human Resources Department. They will most likely direct you to an online portal for your Plan Sponsor. If you have not accessed this information before, you may need to register for this access. Upon receiving a log-in and...  (more)
Answered Jul 2012
Who do i get ahold of to inquire about my 401-k?
To determine your 401K balance, allocation, and contribution history, you should first contact your Human Resources Department. They will most likely direct you to an online portal for your Plan Sponsor. If you have not accessed this information before, you may need to register for this access. U...  (more)
Answered Jul 2012
How much money do i have in my account?
If you are referring to an employer sponsored Retirement Plan, you can access your 401K balance, allocation, and contribution history by contacting your Human Resources Department. They will most likely direct you to an online portal for your Plan Sponsor. If you have not accessed this information...  (more)
Answered Jul 2012
How do i log on to my 401k?
To determine your 401K balance, allocation, and contribution history, you should first contact your Human Resources Department. They will most likely direct you to an online portal for your Plan Sponsor. If you have not accessed this information before, you may need to register for this access. U...  (more)
Answered Jul 2012
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Oct 29, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Oct 29, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Scf Investment Advisors, Inc.

    Last updated on March 29, 2019
      • $1.2B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 6K
        Accounts
      • $186.3K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements