AdvisorOS Directory
Claim Profile
SK

Stephen Roy Kinkade

GBS FINANCIAL CORP.·SANTA ROSA, California
Unclaimed Profile
558 B STREET, SANTA ROSA, CA 95401-5274CRD# 833549Firm CRD# 16906
01

About

Stephen Roy Kinkade is a registered financial advisor based in SANTA ROSA, California, affiliated with GBS FINANCIAL CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GBS FINANCIAL CORP.
GBS ADVISORS
AUM
$811M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at GBS FINANCIAL CORP. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 833549
Firm CRD# 16906
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA ROSA?

Browse all registered financial advisors in SANTA ROSA, California or claim this profile if it's yours.

Browse SANTA ROSA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stephen Roy Kinkade offer?
Stephen Roy Kinkade specializes in Financial Planning, Investment Management. Contact their office in SANTA ROSA, California for a consultation.
What are Stephen Roy Kinkade's credentials?
Stephen Roy Kinkade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Roy Kinkade located?
Stephen Roy Kinkade is based in SANTA ROSA, California, working with GBS FINANCIAL CORP.. Their office serves clients in the SANTA ROSA metropolitan area and surrounding communities.
How does Stephen Roy Kinkade charge for services?
Stephen Roy Kinkade's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GBS FINANCIAL CORP.?
GBS FINANCIAL CORP. has approximately 21 employees and manages $811M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SANTA ROSA
Gerard Paul Gloisten — CORE WEALTH PARTNERS LLCLynn Sue Morrill — GBS FINANCIAL CORP.Timothy James Delaney — JDH WEALTH MANAGEMENT, LLCRalph John Jones — JDH WEALTH MANAGEMENT, LLCDonald Gerard Gloisten — GBS FINANCIAL CORP.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile