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Stephen E. Hinkhouse

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CRD#: 1051871
SH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Emery Hinkhouse was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1982. Stephen had worked at 13 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 22, 2013 - May 7, 2014

CONCERT WEALTH MANAGEMENT

RIA
CRD#: 141253
OVERLAND PARK, KS
Past

August 3, 2011 - October 5, 2011

SECURITY DISTRIBUTORS

BD
CRD#: 3336
TOPEKA, KS
Past

January 27, 2005 - August 12, 2009

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

June 28, 2004 - January 3, 2005

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

March 8, 2001 - December 3, 2002

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA
Past

July 15, 1997 - February 2, 2000

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

November 22, 1996 - July 15, 1997

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

November 11, 1993 - October 17, 1995

GT GLOBAL, INC.

BD
CRD#: 19587
SAN FRANCISCO, CA
Past

March 30, 1992 - November 8, 1993

WOOD LOGAN DISTRIBUTORS, INC.

BD
CRD#: 28199
OLD GREENWICH, CT
Past

October 1, 1990 - April 11, 1995

MANULIFE WOOD LOGAN, INC.

BD
CRD#: 19177
STAMFORD, CT
Past

January 30, 1990 - October 30, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

December 6, 1988 - July 20, 1989

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
Past

January 25, 1984 - January 1, 1989

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
Past

August 16, 1982 - January 27, 1984

THE GREAT-WEST LIFE ASSURANCE COMPANY

BD
CRD#: 5927

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/9/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CW
CONCERT WEALTH MANAGEMENT
CONCERT CAPITAL MANAGEMENT | VALUEWEALTH SERVICES | URBAN WEALTH MANAGEMENT GROUP | SEGMENT ASSET MANAGEMENT, LLC | SAGE WEALTH MANAGEMENT | MRAZ, AMERINE AND ASSOCIATES | MERLIN ASSET MANAGEMENT | KUMQUAT | FOOTHILL FINANCIAL ADVISORS | CORINTHIAN WEALTH MANAGEMENT | CONCERT WEALTH MANAGEMENT, INC. | CONCERT WEALTH MANAGEMENT

CRD#: 141253 / SEC#: 801-67992

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Contact information


Main Address
1900 The Alameda 1st Floor, San Jose, CA 95126
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

CONCERT ADV PART 2A 12312016 (2/12/2018)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CONCERT WEALTH MANAGEMENT

CRD#: 141253

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