Brent KimballCRD Number: 1424463
Current Firm: Gwn Securities Inc.
Brent Kimball (CRD# 1424463) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 30 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.
Castle Wealth Management
Castle Wealth Management
Financial Security Services, LLC
|Gwn Securities Inc.||Palm Beach Gardens, FL||Jan 2011 - Current||5|
|A1 Freedom Financial||Pembroke, NH||Feb 1990 - Current||26|
|Lincoln Investment||Suncook, NH||Aug 2010 - Jan 2011||< 1|
|Great American Advisors, Inc.||Concord, NH||Jun 2008 - Aug 2010||2|
|Equity Services, Inc.||Montpelier, VT||Jun 2007 - Jun 2008||1|
|Aag Securities, Inc.||Cincinnati, OH||Sep 1999 - Jun 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management1,387MILLIONS
Total Number of Accounts21,091ACCOUNTS
Average Account Value$65,765
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
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
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