Buddy Kimsey (CRD# 4599842) is an Investment Advisor Representative working at Avantax Advisory Services in Charleston, TN and has over 21 years of experience in the finance industry.
CRD# 5426975
Cetera Investment Advisers LLC
CRD# 6827579
Edward Jones
CRD# 4013223
Benson Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hiwassee Utilities Commission | Charleston, TN | Mar 2023 - Current | 1 |
| Wedgewood Accounting, Pllc | Cleveland, TN | Jan 2020 - Current | 4 |
| Avantax Investment Services, Inc. | Charleston, TN | Oct 2019 - Current | 4 |
| Avantax Advisory Services | Charleston, TN | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Charleston, TN | Mar 2006 - Current | 18 |
| Wedgewood Accounting, Pllc | Cleveland, TN | Jan 2020 - May 2021 | 1 |
| Arnett,kirksey,kimsey,sullivan, Lay & Hall, Pllc | Cleveland, TN | Dec 2007 - Jan 2020 | 12 |
| 1st Global Advisors, Inc. | Cleveland, TN | Feb 2004 - Oct 2019 | 15 |
| 1st Global Capital Corp | Cleveland, TN | Oct 2002 - Oct 2019 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
- TN
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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