Ann Kilmer
CRD Number: 3178525Current Firm: United Planners' Financial Services Of America A Limited Partner
Ann Kilmer (CRD# 3178525) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in San Antonio, TX and has over 25 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ann Kilmer | San Antonio, TX | May 2016 - Current | 7 |
| Kilmer And Company, Pllc | San Antonio, TX | Sep 2007 - Current | 16 |
| Ann Kilmer Independent Insurance | San Antonio, TX | Mar 1999 - Current | 25 |
| Invest Financial Corporation | San Antonio, TX | Jul 2007 - Nov 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
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