Kevin Kimzey, financial advisor Key West FL

Kevin Kimzey

CRD Number: 2673367
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kevin Kimzey (CRD# 2673367) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Key West, FL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America,n.a. Wayne, PA Jun 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne, PA Oct 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
S65 NASAA Investment Advisors Law Examination Jan 1996
Contact Info for Kevin A. Kimzey
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • ME
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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