Donald L. Mcgrew
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.
Donald Leroy Mcgrew JR, who also goes by Donald Mcgrew, was a registered financial professional .
Donald is a previously registered financial professional and started their career in finance in 1986. Donald had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 2, 2015 - February 20, 2019
SCF INVESTMENT ADVISORS, INC.
January 2, 2015 - February 20, 2019
SCF SECURITIES, INC.
October 28, 2008 - December 31, 2014
FOOTHILL SECURITIES, INC.
April 17, 2002 - December 31, 2005
FOOTHILL SECURITIES, INC.
April 17, 2002 - December 31, 2014
FOOTHILL SECURITIES, INC.
January 15, 1997 - April 15, 2002
SECURITIES AMERICA, INC.
September 18, 1995 - January 1, 1997
LONDON PACIFIC SECURITIES, INC.
June 13, 1995 - September 13, 1995
TRANSAMERICA FINANCIAL ADVISORS, LLC
February 15, 1995 - April 27, 1995
WELLS FARGO SECURITIES INC.
October 21, 1994 - February 14, 1995
SUNAMERICA SECURITIES, INC.
April 29, 1994 - October 27, 1994
CETERA WEALTH SERVICES, LLC
May 3, 1991 - May 6, 1994
CUNA BROKERAGE SERVICES, INC.
January 31, 1990 - April 16, 1991
PRINCIPAL SECURITIES, INC.
June 16, 1988 - January 3, 1990
NEW ENGLAND SECURITIES
September 24, 1986 - June 15, 1988
PRINCIPAL SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SCF INVESTMENT ADVISORS, INC.
CRD#: 123608 / SEC#: 801-71206
Contact information
Regulatory assets under management
| Total Number of Accounts | 6,190 |
| AUM (Assets Under Management) | $ 1,349,597,453 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/17/2024 | ||
| 06/28/2024 |
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.
