Kimberly ReidCRD Number: 4603649
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kimberly Reid (CRD# 4603649) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Farmington Hills, MI and has over 11 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Plante Moran Financial Advisors
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Bloomfield Hills, MI||May 2013 - Current||4|
|Morgan Stanley||Rochester, MI||Dec 2012 - May 2013||< 1|
|J.p. Morgan Securities LLC||Bloomfield Hills, MI||Oct 2012 - Nov 2012||< 1|
|Chase Investment Services Corporation||Rochester, MI||Mar 2011 - Nov 2012||1|
|Unemployed||Howell, MI||Oct 2010 - Mar 2011||< 1|
|J.p. Morgan Securities Inc.||Ann Arbor, MI||Jul 2006 - Oct 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2006|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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