Kevin Clewley, financial advisor San Diego CA

Kevin Clewley

CRD Number: 1698886
Current Firm: K. D. Clewley Capital Management

Kevin Clewley (CRD# 1698886) is an Investment Advisor Representative working at K. D. Clewley Capital Management in San Diego, CA and has over 32 years of experience in the finance industry.

Similar Advisors
Guillermo Adame, financial advisor San Diego CA
Guillermo D. Adame
CRD# 4903966
Western Wealth Management LLC
Similar Advisors
Javier Allen, financial advisor San Diego CA
Javier N. Allen
CRD# 5727391
Oneamerica Securities, Inc.
Similar Advisors
Erik Anderson, financial advisor San Diego CA
Erik C. Anderson
CRD# 3087085
Lpl Financial LLC
Company Name Location Dates Years
K. D. Clewley Capital Management, Inc. San Diego, CA Jan 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Kevin D. Clewley
Phone Number: 858-775-7592
Registered State(s):
  • CA
Current Firm Details
K. D. Clewley Capital Management
Firm's CRD Number: 129348
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $1,171,875
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from Kevin Clewley and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.