How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

q4G0EfpMQq4

See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Eugene

ADVISOR PROFILE

1. Name of outside business or organization: Crown Bay Wealth Address: 610 Newport Center Drive, Suite 410, Newport Beach, CA, 92660 Title: Founding Principal Description of business or organization: Financial services firm Description of duties or responsibilities: Financial services sales and services/management Start date: 11/2022 Hours devoted to OBA monthly: 160 during trading hrs. / 0 during non-trading hrs. 2. Name of outside business or organization: Stoeckly Family Foundation Address: 5168 Vista Miguel, La Ca�ada Flintridge, CA 91011 Title: President Description of business or organization: Manage foundation assets Description of duties or responsibilities: Manage assets and distribute grants Start date: 12/1999 Hours devoted to OBA monthly: 1 during trading hrs. / 1 during non-trading hrs. 3. Name of outside business or organization: Stoeckly Family Partnership Address: 5168 Vista Miguel, La Ca�ada Flintridge, CA 91011 Title: General Partner Description of business or organization: Owns raw land in Antelope Valley- Los Angeles County Description of duties or responsibilities: Managing the assets of the Stoeckly family partnership interest Start date: 12/1999 Hours devoted to OBA monthly: 3 during trading hrs. / 2 during non-trading hrs. Name of outside business or organization: Ramshorn Condo Association Address: 416 Vail Valley Drive, Vail, CO 81657 Title: Director Description of business or organization: Non-profit homeowners association Description of duties or responsibilities: Oversee the operation of the condo complex Start date: 01/2008 Hours devoted to OBA monthly: 1 during trading hrs. / 3 during non-trading hrs. 4. Insurance Agent: Eugene William Stoeckly has been licensed in California as an insurance agent soliciting, offering, and selling fixed life and long-term care insurance products since 1988 (CA Insurance License #0A25226). He will receive separate, yet customary, commission compensation resulting from the purchase and sales of these investment-related products from the firms with whom he is appointed and with whom he may become appointed in the future. He will also receive other compensation, including bonuses and trail commissions from the products. Mr. Stoeckly spends less than 1 hour a month on this activity, generally outside trading hours. Clients are in no way required to utilize the services of any Advisor Representative of Laurel Wealth regarding such individual's activities outside of the firm. 5. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: CROWN BAY WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
vFjUHaDh2_g

FEEDBACK

Feedback Policy

Eugene William Stoeckly

Experience: 36 years / 4 firms

© 2024 AdvisorCheck an AIMR Analytics company.  All Rights Reserved