David Kimbler, financial advisor Bellingham WA
83 score

David Kimbler

CRD Number: 1132791
Current Firm: Kms Financial Services, Inc.

David Kimbler (CRD# 1132791) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Bellingham, WA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Kimbler Financial LLC Bellingham, WA Jan 2012 - Current 4
Kms Financial Services, Inc. Seattle, WA Jul 2008 - Current 8
Sii Investments, Inc. Bellingham, WA Sep 2007 - Jul 2008 < 1
The O.n. Equity Sales Company Cincinnati, OH Jul 2004 - Sep 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination May 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for David E. Kimbler
Phone Number: [206]441-2885
Registered State(s):
  • AZ
  • OR
  • WA
  • TX
  • CA
By the Numbers
  • Total Assets Under Management
    5,174
    MILLIONS
  • Total Number of Accounts
    24,587
    ACCOUNTS
  • Average Account Value
    $210,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Market timing services
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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