Kimball Gwilliam (CRD# 7816789) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Watts Gwilliam & Company | Gilbert, AZ | Oct 2022 - Current | 1 |
Arizona Patient Transport | Mesa, AZ | Mar 2022 - Oct 2022 | < 1 |
Welink | Pheonix, AZ | Sep 2021 - Mar 2022 | < 1 |
Church Of Jesus Christ Of Latter Day Saints | Columbia, SC | Aug 2019 - Aug 2021 | 2 |
Dairy Queen | Queen Creek, AZ | Mar 2017 - May 2019 | 2 |
Full-time Education | Queen Creek, AZ | Jan 2010 - May 2019 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- AZ
-
Total Assets Under Management587MILLIONS
-
Total Number of Accounts984ACCOUNTS
-
Average Account Value$596,105
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, MI, NM, SC, TX, UT, WA
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