Karlie Skidmore, financial advisor Atlanta GA
93 score

Karlie Skidmore

CRD Number: 5485656
Current Firm: Morgan Stanley

Karlie Skidmore (CRD# 5485656) is an Investment Advisor Representative working at Morgan Stanley in Atlanta, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Atlanta, GA Nov 2012 - Current 4
Spc Ann Arbor, MI Oct 2012 - Nov 2012 < 1
Sammons Securities Company, LLC Ann Arbor, MI Apr 2010 - Oct 2012 2
Forster Financial Spokane, WA Mar 2010 - Apr 2010 < 1
Cambridge Investment Research, Inc. Fairfield, IA Jul 2009 - Feb 2010 < 1
Keystone Financial Group, Inc. Atlanta, GA Jun 2009 - Feb 2010 < 1
Various Insurance Carriers For W&r Insurance Agencies Acworth, GA Jun 2008 - May 2009 < 1
Waddell & Reed, Inc. Atlanta, GA Feb 2008 - May 2009 1
Unemployed Acworth, GA Aug 2007 - Feb 2008 < 1
Wal-mart Corporation Brundidge, AL May 2007 - Aug 2007 < 1
Foundations For The Future Kennesaw, GA May 2005 - May 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2015
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Karlie B. Skidmore
Phone Number: 914-225-5510
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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