Richard Kimmel, financial advisor Fort Worth TX
93 score

Richard Kimmel

CRD Number: 1194813
Current Firm: Principal Securities, Inc.

Richard Kimmel (CRD# 1194813) is an Investment Advisor Representative working at Principal Securities, Inc. in Fort Worth, TX and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Insurance Comp Fort Worth, TX Jul 1998 - Current 18
Princor Financial Services Corporation Fort Worth, TX Sep 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1986
Contact Info for Richard D. Kimmel
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, 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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