SW
CFA · CFP
SW
CFA · CFP

Scott Williams

28 Years of Experience
San Diego, CA

Scott Williams is a CFA, CFP-designated registered investment advisor at Clutinger Williams & Verhoye INC, based in San Diego, CA, with 28 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 100 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$163.1M
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Location

6398 Del Cerro Blvd, Suite 3, San Diego, CA, 92120

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Clutinger Williams & Verhoye INC
December 1997 - Present · 28 yrs 5 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.