Kimberly Leggett, financial advisor Newton MA

Kimberly Leggett

CRD Number: 5340071
Current Firm: Excalibur Management Corp

Kimberly Leggett (CRD# 5340071) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has over 21 years of experience in the finance industry.

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Origin Financial
Professional Designations
Company Name Location Dates Years
Excalibur Management Corp Newton, MA Apr 2020 - Current 2
Leggett & Leggett, Pc Wellesley, MA Jan 1985 - Current 37
Sierra Financial Management Corporation Wellesley, MA Nov 2010 - Apr 2020 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Kimberly L. Leggett
Phone Number: (617) 916-9669
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    572
    MILLIONS
  • Total Number of Accounts
    819
    ACCOUNTS
  • Average Account Value
    $698,395
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, CT, FL, LA, MA, ME, NC, NH, NJ, NY, OH, TX, VA, VT

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