Bruce Stone

from Stonekimbro
SEC regulated
Regulated Investment Advisor
Bruce Stone is a financial advisor based in California, Irvine, with 46 years of experience. Bruce currently works for Stonekimbro. Bruce maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Bruce Stone works at Stonekimbro
Stonekimbro is a financial advisory firm based in Irvine, California. It currently has approximately $1,178,757 of assets under management and employs about 9 people. Stonekimbro uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
19600 Fairchild Road, Suite 250, Irvine, California, 92612

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