Kimberly Woody, financial advisor Atlanta GA
90 score

Kimberly Woody

CRD Number: 6185447
Current Firm: Globalt Investments

Kimberly Woody (CRD# 6185447) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Globalt Investments, Sid Synovus Trust Co Succesor,globalt Inc. Atlanta, GA Feb 1997 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Kimberly D. Woody
Phone Number: 404-364-2188
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,231
    MILLIONS
  • Total Number of Accounts
    1,874
    ACCOUNTS
  • Average Account Value
    $656,872
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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