Kimberly ShortCRD Number: 6511286
Current Firm: Raymond James & Associates, Inc.
Kimberly Short (CRD# 6511286) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in New York, NY and has over 6 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Raymond James & Associates, Inc.||New York, NY||Sep 2016 - Current||5|
|Deutsche Bank Securities Inc.||New York, NY||Jan 2015 - Sep 2016||1|
|Lenox Hill Hospital||New York, NY||Jan 2012 - Dec 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2015|
|S66||NASAA Uniform Combined State Law Examination||Nov 2016|
Total Assets Under Management331,150MILLIONS
Total Number of Accounts869,177ACCOUNTS
Average Account Value$380,993
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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