Brent Kimball (CRD# 1424463) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in North Hampton, NH and has over 38 years of experience in the finance industry. Brent Kimball has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gateway Wealth Partners, LLC | North Hampton, NH | Sep 2023 - Current | < 1 |
| Lpl Financial Llc Dba Gateway Financial Partners | Pembrook, NH | Jan 2022 - Current | 2 |
| Kimball Financial | Pembroke, NH | Jun 2019 - Current | 4 |
| Lpl Financial, LLC | Pembroke, NH | Jan 2022 - Sep 2023 | 1 |
| Gwn Securities Inc. | Palm Beach Gardens, FL | Jan 2011 - Jan 2022 | 11 |
| A1 Freedom Financial | Pembroke, NH | Feb 1990 - Jun 2019 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- NH
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Total Assets Under Management892MILLIONS
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Total Number of Accounts3,968ACCOUNTS
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Average Account Value$224,693
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