Kim Cornwell, financial advisor San Antonio TX
96 score

Kim Cornwell

CRD Number: 868361
Current Firm: South Texas Money Management, Ltd.

Kim Cornwell (CRD# 868361) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in San Antonio, TX and has over 30 years of experience in the finance industry. Kim Cornwell 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.

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Professional Designations
Company Name Location Dates Years
South Texas Money Management, Ltd. San Antonio, TX Jul 2013 - Current 3
M. E. Allison & Co Inc. San Antonio, TX Jun 2012 - Jul 2013 1
The Trust Company Boerne, TX Sep 2007 - Jul 2013 5
Presidio Financial Services San Antonio, TX Jan 2008 - Nov 2012 4
Austin Calvert & Flavin San Antonio, TX Aug 2009 - Jul 2010 < 1
Usaa Financial Advisors, Inc. Phoenix, AZ Jan 2004 - Oct 2007 3
Usaa Financial Planning Services Phoenix, AZ Nov 2003 - Oct 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination Oct 1992
Contact Info for Kim Cornwell
Phone Number: 210-824-8916
Firm Website: http://www.stmmltd.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,759
    MILLIONS
  • Total Number of Accounts
    2,848
    ACCOUNTS
  • Average Account Value
    $968,774
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, CA, CO, FL, LA, NE, NM, NY, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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