Kimberly DaleCRD Number: 6192885
Current Firm: The Huntington Investment Company
Kimberly Dale (CRD# 6192885) is an Investment Advisor Representative working at The Huntington Investment Company in Okemos, MI and has over 4 years of experience in the finance industry.
Commonwealth Financial Network
Ryzome Investment Advisors
|Huntington Investment Company||Columbus, OH||Oct 2014 - Current||3|
|Huntington Bank||Okemos, MI||Sep 2014 - Current||3|
|Unemployed||East Lansing, MI||May 2014 - Sep 2014||< 1|
|Edward Jones||St Louis, MO||May 2013 - May 2014||1|
|Bank Of America||Okemos, MI||Aug 2008 - May 2013||4|
|Kim's Daycare||Bath, MI||Oct 2002 - Aug 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management888MILLIONS
Total Number of Accounts6,878ACCOUNTS
Average Account Value$129,123
- A percentage of assets under your management
- 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
- 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
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