Quinton Kimball, financial advisor Arlington TX
88 score

Quinton Kimball

CRD Number: 5963759
Current Firm: Geneos Wealth Management, Inc.

Quinton Kimball (CRD# 5963759) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Arlington, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Inc. Arlington, TX Jun 2015 - Current 1
Advanced Financial Planning Arlington, TX May 2013 - Current 3
Geneos Wealth Manaement Arlington, TX May 2013 - Jun 2015 2
Brigham Young University Provo, UT Apr 2009 - Apr 2013 4
Church Of Latter-day Saints Frankfurt, Feb 2007 - Feb 2009 2
Brigham Young University Provo, UT Jun 2006 - Dec 2007 1
Advanced Financial Planning Arlington, TX Dec 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Quinton H. Kimball
Phone Number: 303-785-8470
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,024
    MILLIONS
  • Total Number of Accounts
    10,968
    ACCOUNTS
  • Average Account Value
    $184,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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