Best Investors Account Sign in
Inactive

Scott Brian Williams

Clutinger Williams & Verhoye Inc

San Diego, CA

CRD 2093970

Claim This Profile
Employer firm

Clutinger Williams & Verhoye Inc CRD 111082

$163M regulatory AUM 100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Clutinger Williams & Verhoye Inc

6398 Del Cerro Blvd Ste 3, San Diego, CA 92120-4761 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 1997-12-10
  • CA RA
    APPROVED
    Since 1997-12-10

Branch Locations

6398 Del Cerro Blvd Suite 3, San Diego, CA 92120 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clutinger,Williams & Verhoye San Diego CA 02/1994 Present
  • 02/1994 → Present
    Clutinger,Williams & Verhoye
    San Diego, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-10-16
  • S63 Uniform Securities Agent State Law Examination
    1990-10-16
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RBC CAPITAL MARKETS, LLC

Nearby Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

More in San Diego, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor