Scott Kimble, financial advisor Cleveland OH
93 score

Scott Kimble

CRD Number: 3109673
Current Firm: Global Retirement Partners LLC

Scott Kimble (CRD# 3109673) is an Investment Advisor Representative working at Global Retirement Partners LLC in Cleveland, OH and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Nov 2017 - Current < 1
Lpl Financial, LLC Cleveland, OH Oct 2017 - Current < 1
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
Contact Info for Scott R. Kimble
Phone Number: 415-526-2751
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    26,371
    MILLIONS
  • Total Number of Accounts
    4,693
    ACCOUNTS
  • Average Account Value
    $5,619,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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