Tara Kimmins, financial advisor Newport Beach CA

Tara Kimmins

CRD Number: 5963643
Current Firm: Truist Advisory Services, Inc.

Tara Kimmins (CRD# 5963643) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Newport Beach, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. Irvine, CA Sep 2022 - Current 1
Truist Advisory Services, Inc. Irvine, CA Sep 2022 - Current 1
Bancwest Investment Services Newport Beach, CA Aug 2018 - Sep 2022 4
Bank Of The West Newport Beach, CA Aug 2018 - Sep 2022 4
California Bank & Trust (zions Bank) Monarch Beach, CA Oct 2017 - Aug 2018 < 1
Lpl Financial LLC Monarch Beach, CA Oct 2017 - Aug 2018 < 1
Bank Of America, N.a. Newport Beach, CA Nov 2011 - Oct 2017 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach, CA Jul 2011 - Oct 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Tara J. Kimmins
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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