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Kent Edwin Stone

Clutinger Williams & Verhoye Inc

San Diego, CA

CRD 1704210

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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 2008-10-22
  • CA RA
    APPROVED
    Since 2008-10-22

Branch Locations

6398 Del Cerro Blvd Ste 3, San Diego, CA 92120-4761 • 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 Inc San Diego CA 10/2008 Present
Previous Registrations
  • 2002-04-09 → 2008-10-21
    Stone Asset Management Group, Inc.
    San Diego, CA

View on SEC IAPD

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