David Kimerling (CRD# 2736807) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Phoenix, AZ and has over 27 years of experience in the finance industry.
CRD# 5338348
Primerica Advisors
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invesco | Downers Grove, IL | Apr 2018 - Current | 6 |
| Guggenheim Funds Distributors LLC | Chicago, IL | Dec 2016 - Apr 2018 | 1 |
| Unemployed | Phoenix, AZ | Mar 2016 - Dec 2016 | < 1 |
| State Street Bank And Trust | Phoenix, AZ | Sep 2013 - Mar 2016 | 2 |
| State Street Global Markets, LLC | Phoenix, AZ | Sep 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
- TX
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Total Assets Under Management746,325MILLIONS
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Total Number of Accounts38,517ACCOUNTS
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Average Account Value$19,376,520
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, WY
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