Daniel KimbroughCRD Number: 6346665
Current Firm: Legacy Wealth Management Inc.
Daniel Kimbrough (CRD# 6346665) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 2 years of experience in the finance industry.
Delta Asset Management, LLC
Wells Fargo Advisors, LLC
Ameriprise Financial Services, Inc.
|Legacy Wealth Management||Memphis, TN||May 2014 - Current||2|
|Self Employed Attorney||Memphis, TN||May 2011 - May 2014||3|
|Apperson Crump, Plc||Memphis, TN||Jan 2011 - May 2011||< 1|
|Smith Kimbrough & Assoc, Pc||Memphis, TN||Oct 2009 - Dec 2010||1|
|Self Employed Attorney||Oxford, MS||Mar 2006 - Oct 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management1,019MILLIONS
Total Number of Accounts2,443ACCOUNTS
Average Account Value$417,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, AR, CA, FL, GA, LA, MO, MS, NC, NY, SC, TN, TX