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AS

Albert Scudder

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CRD#: 1014103
AS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Albert Scudder, who also goes by Albert Scudder Jr, Albert Scudder Jr., was a registered financial professional .

Albert is a previously registered financial professional and started their career in finance in 1981. Albert had worked at 9 firms and has passed the Series 66, Series 63, Series 7, Series 15, Series 3, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Albert Scudder Jr | Albert Scudder Jr.

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 4, 2013 - December 31, 2016

STRATEGIC FINANCIAL

RIA
CRD#: 111475
CLAREMONT, CA
Past

August 3, 2012 - December 31, 2012

STRATEGIC FINANCIAL

RIA
CRD#: 111475
GLENDORA, CA
Past

March 3, 2006 - December 31, 2008

PRIVATE CONSULTING GROUP, INC.

RIA
CRD#: 45053
RANCHO CUCAMONGA, CA
Past

March 3, 2006 - March 30, 2009

PRIVATE CONSULTING GROUP, INC.

BD
CRD#: 45053
RANCHO CUCAMONGA, CA
Past

May 5, 2005 - December 31, 2011

STRATEGIC FINANCIAL

RIA
CRD#: 111475
CLAREMONT, CA
Past

January 26, 2005 - March 2, 2006

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
CLAREMONT, CA
Past

February 10, 2003 - March 2, 2006

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

October 2, 2001 - February 25, 2003

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
PORTLAND, OR
Past

October 14, 1998 - May 11, 2001

FISERV INVESTOR SERVICES, INC.

BD
CRD#: 34637
HOUSTON, TX
Past

June 4, 1996 - October 4, 1996

NATIONAL CLEARING CORP.

BD
CRD#: 14343
SHERMAN OAKS, CA
Past

October 7, 1983 - February 3, 1990

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

June 4, 1982 - September 15, 1983

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

December 10, 1981 - February 7, 1982

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/6/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 11/25/1985
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 3
Date: 11/19/1982
National Commodity Futures Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SF
STRATEGIC FINANCIAL
STRATEGIC CAPITAL MANAGEMENT INC | STRATEGIC FINANCIAL, AN NFP COMPANY, LLC | STRATEGIC FINANCIAL | STRATEGIC CAPITAL MANAGEMENT, INC.

CRD#: 111475 / SEC#: 801-57542

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Contact information


Main Address
Claremont, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STRATEGIC FINANCIAL

CRD#: 111475

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