Kimberly McQueenCRD Number: 4563670
Current Firm: Stifel, Nicolaus & Company, Incorporated
Kimberly McQueen (CRD# 4563670) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Louis, MO and has over 14 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Stifel Nicolaus & Co Inc.||St. Louis, MO||Oct 2014 - Current||2|
|Wife/mom||Jackson, MO||Jun 2012 - Current||5|
|Lpl Financial||Jackson, MO||Aug 2013 - Sep 2014||1|
|Wells Fargo Advisors, LLC||St Louis, MO||May 2009 - Jun 2012||3|
|H.d. Vest Investment Services||St Louis, MO||Jul 2010 - Apr 2012||1|
|Wells Fargo Advisors Financial Network, LLC||St Louis, MO||May 2009 - Apr 2012||2|
|First Clearing, LLC||St Louis, MO||Mar 2007 - Apr 2012||5|
|Wachovia Securities Financial Network, LLC||St Louis, MO||Jul 2008 - May 2009||< 1|
|Wachovia Securities, LLC||Dallas, TX||Dec 2004 - May 2009||4|
|Wachovia Securities Financial Network, LLC||Richmond, VA||Aug 2006 - Jul 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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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