Karl Kime (CRD# 5988245) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Springfield, MO and has over 12 years of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Springfield, MO | Nov 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Springfield, MO | Sep 2022 - Current | 1 |
| Lpl Financial LLC | Springfield, MO | Mar 2019 - Sep 2022 | 3 |
| Simmons Bank | Springfield, MO | Mar 2019 - Sep 2022 | 3 |
| Simmons First Investment Group, Inc. | Little Rock, AR | Jul 2015 - Mar 2019 | 3 |
| Various Insurance Carriers For W&r Insurance Agencies Inc. | Springfield, MO | Jun 2013 - Jul 2015 | 2 |
| Waddell & Reed Inc. | Springfield, MO | Jun 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- MO
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, 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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