Kimball Halsey (CRD# 4650566) is an Investment Advisor Representative working at Radius Capital Management, LLC in Concord, MA and has over 20 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Radius Capital Management, LLC | Cambridge, MA | Apr 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2003 |
- MA
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts145ACCOUNTS
-
Average Account Value$213,268
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MA
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