Unclaimed Profile

Carol Ann Stone

PROFESSIONAL INVESTMENT COUNSEL, INC·EL PASO, Texas

Clean recordPROFESSIONAL INVESTMENT COUNSEL, INC

5845 CROMO DRIVE, EL PASO, TX 79912-5574CRD# 4343357Firm CRD# 105096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carol Ann Stone · EL PASO, TX

Registration

CRD #4343357 · PROFESSIONAL INVESTMENT COUNSEL, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

PROFESSIONAL INVESTMENT COUNSEL, INC

AUM

$50M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PROFESSIONAL INVESTMENT COUNSEL, INC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4343357

Firm CRD# 105096

View on FINRA BrokerCheck →

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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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