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David R. Couch

Some features on this profile are disabled
CRD#: 1868761
DC

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.

David Ray Couch was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1988. David had worked at 6 firms and has passed the Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

September 9, 2013 - June 20, 2014

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
FRESNO, CA
Past

September 6, 2013 - June 20, 2014

SCF SECURITIES, INC.

BD
CRD#: 47275
SAN DIEGO, CA
Past

June 1, 2009 - February 12, 2013

MORGAN STANLEY

RIA
CRD#: 149777
BAKERSFIELD, CA
Past

June 1, 2009 - February 12, 2013

MORGAN STANLEY

BD
CRD#: 149777
BAKERSFIELD, CA
Past

August 30, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
BAKERSFIELD, CA
Past

August 30, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
BAKERSFIELD, CA
Past

July 8, 1997 - September 6, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
BAKERSFIELD, CA
Past

July 27, 1995 - September 6, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
BAKERSFIELD, CA
Past

October 18, 1988 - July 27, 1995

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
Series 63
Date: 11/9/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 2/2/1994
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/1988
General Securities Representative Examination

Current Firm

SI
SCF INVESTMENT ADVISORS, INC.
APEX RETIREMENT CONSULTING | WESTBERRY WEALTH MANAGEMENT, LLC | UPTREX LLC DBA UPTREX WEALTH ADVISORS | UNION STREET ADVISORS, LLC | TRUECOURSE INVESTMENT MANAGEMENT | TEXAS FINANCIAL RESOURCES, LP DBA TFR WEALTH MANAGEMENT | TAX & INVESTMENT ADVISORS, INC. | STRATEGIC WEALTH ADVISORS GROUP SERVICES, INC. DBA, STRATEGIC WEALTH ADVISORS GROUP | SLADE FINANCIAL ADVISORY PLLC | SIERRA WEALTH MANAGEMENT | SCF INVESTMENT ADVISORS, INC. DBA SCF | SCF INVESTMENT ADVISORS, INC. | SAVVY WEALTH MANAGEMENT | RPM FINANCIAL GROUP, LLC | REDFISH CAPITAL MANAGEMENT | OLD BRIDGE WEALTH, INC. | NEVILLE FINANCIAL GROUP, INC. | MT. JULIET ADVISORS, LLC | MONEYWISE WEALTH MANAGEMENT | MISSION FINANCIAL ADVISORS | MILLER WEALTH PARTNERS, LLC | KELLY FINANCIAL GROUP | INTEGRITY WEALTH MANAGEMENT INC. | INTEGRATED LIFE & FINANCIAL PLANNING, LLC | HAMMER WEALTH GROUP | GUTH FINANCIAL | GATEWAY FINANCIAL GROUP | FORTHRIGHT CAPITAL MANAGEMENT | FINANCIAL PLANNING ADVISORS, INC. | DALTON WEALTH GROUP | DAILEY WEALTH MANAGEMENT | CREATIVE FINANCIAL STRATEGIES, LLC | COHESION WEALTH ADVISORS, LLC | BUFFALO FINANCIAL STRATEGIES | BENEFITS ONE | ASH CREEK FINANCIAL ADVISORS

CRD#: 123608 / SEC#: 801-71206

PREMIUM
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Contact information

Main Address
10150 Meanley Drive First Floor, San Diego, CA 92131
Mailing Address
Phone number
(559) 456-6108
Established
Firm type
Fiscal year end
# of Employees
263

Documents

Latest Form ADV

Part 2 Brochures

SCF FORM ADV 2A BROCHURE MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts6,190
AUM (Assets Under Management)$ 1,349,597,453

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/17/2024
Cover Page
Report
06/28/2024
Cover Page
Report

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

SCF INVESTMENT ADVISORS, INC.

CRD#: 123608

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