Kimberly FrankelCRD Number: 1202385
Current Firm: Citigroup Global Markets Inc.
Kimberly Frankel (CRD# 1202385) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Mount Pleasant, SC and has over 9 years of experience in the finance industry.
Coastal Wealth Advisors, LLC
First Citizens Investor Services, Inc.
|Automated Trading Desk Financial||Mt Pleasant, SC||May 2009 - Current||8|
|Citigroup Global Markets Inc.||New York, NY||May 2009 - Current||8|
|New England Securities||Charleston, SC||Sep 2007 - May 2009||1|
|King Street Grille||Mt. Pleasant, SC||Jun 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV