Kimberly CarstensCRD Number: 5035732
Current Firm: First Citizens Investor Services, Inc.
Kimberly Carstens (CRD# 5035732) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 15 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|First Citizens Investor Services||Raleigh, NC||Sep 2020 - Current||1|
|Usaa Investment Management Company||San Antonio, TX||Oct 2011 - Sep 2020||8|
|Usaa Financial Planning Services||San Antonio, TX||Nov 2008 - Sep 2020||11|
|Usaa Financial Advisors Inc.||San Antonio, TX||Oct 2015 - Jul 2020||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2006|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management1,625MILLIONS
Total Number of Accounts5,099ACCOUNTS
Average Account Value$318,616
- 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)
CA, CO, FL, GA, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV
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