Scott Kimble (CRD# 3109673) is an Investment Advisor Representative working at Global Retirement Partners LLC in Cleveland, OH and has over 22 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners, LLC | Cleveland, OH | Nov 2017 - Current | 6 |
| Lpl Financial, LLC | Cleveland, OH | Oct 2017 - Current | 6 |
| Princor Financial Services Corporation | Cleveland, OH | Jul 2007 - Oct 2017 | 10 |
| Principal Life Insurance Company | Cleveland, OH | Jun 2007 - Oct 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- OH
- TX
- WV
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, 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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