Kimberly Galbraith (CRD# 4456883) is an Investment Advisor Representative working at Epic Wealth Management, LLC in Oklahoma City, OK and has over 22 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Epic Wealth Management, LLC | Oklahoma City, OK | Apr 2022 - Current | 2 |
Raymond James Financial Services Advisors Inc. | Edmond, OK | Jun 2018 - Apr 2022 | 3 |
Raymond James Financial Services, Inc. | Edmond, OK | May 2018 - Apr 2022 | 3 |
Key Fit Club | Edmond, OK | Jan 2012 - Jun 2019 | 7 |
Pfs Investments Inc. | Enid, OK | Sep 2001 - May 2018 | 16 |
Primerica Financial Services | Enid, OK | Aug 2001 - May 2018 | 16 |
Key Health Institute Of Edmond | Edmond, OK | Jan 2012 - Jan 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2001 |
S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- OK
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts375ACCOUNTS
-
Average Account Value$281,861
- A percentage of assets under your management
- 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)
CA, LA, OK, TX
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