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Carol Ann Stone

PROFESSIONAL INVESTMENT COUNSEL, INC·EL PASO, Texas
Unclaimed Profile
5845 CROMO DRIVE, EL PASO, TX 79912-5574CRD# 4343357Firm CRD# 105096
01

About

Carol Ann Stone is a registered financial advisor based in EL PASO, Texas, affiliated with PROFESSIONAL INVESTMENT COUNSEL, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PROFESSIONAL INVESTMENT COUNSEL, INC
PROFESSIONAL INVESTMENT COUNSEL, INC
AUM
$50M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PROFESSIONAL INVESTMENT COUNSEL, INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4343357
Firm CRD# 105096
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carol Ann Stone offer?
Carol Ann Stone specializes in Investment Management, Fee-Only Advisory. Contact their office in EL PASO, Texas for a consultation.
What are Carol Ann Stone's credentials?
Carol Ann Stone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Ann Stone located?
Carol Ann Stone is based in EL PASO, Texas, working with PROFESSIONAL INVESTMENT COUNSEL, INC. Their office serves clients in the EL PASO metropolitan area and surrounding communities.
How does Carol Ann Stone charge for services?
Carol Ann Stone's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROFESSIONAL INVESTMENT COUNSEL, INC?
PROFESSIONAL INVESTMENT COUNSEL, INC has approximately 1 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EL PASO
Robert Moreth — VIRTUS FAMILY OFFICE, LLCSteve Lauterbach — LAUTERBACH FINANCIAL ADVISORS, LLCStephen W. Rash — LAUTERBACH FINANCIAL ADVISORS, LLCScott David Kobren — LAUTERBACH FINANCIAL ADVISORS, LLCGary Martin Borsch — PROFESSIONAL INVESTMENT COUNSEL, INC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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