Charles Kimball, financial advisor Carmichael CA

Charles Kimball

CRD Number: 4323924
Current Firm: Blueprint Investments And Tax Planning

Charles Kimball (CRD# 4323924) is an Investment Advisor Representative working at Blueprint Investments And Tax Planning in Carmichael, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Blueprint Investments And Tax Planning Carmichael, CA Oct 2019 - Current 4
Hadley, Espinosa & Kimball, Ea's Carmichael, CA Jan 2015 - Current 9
Interlink Financial Group, Inc. Carmichael, CA Jan 2009 - Current 15
Blueprint Wealth Partners, LLC Valley Springs, CA Dec 2016 - Oct 2019 2
Hd Vest Investment Services Carmichael, CA Oct 2009 - Aug 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
Contact Info for Charles E. Kimball
Phone Number: 775-298-1326
Registered State(s):
  • CA
Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $78,563
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, NV

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