Max Kimball (CRD# 5293746) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 16 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sofi Securities LLC | Cottonwood Heights, UT | Jun 2019 - Current | 4 |
| Sofi Wealth LLC | Cottonwood Heights, UT | Jun 2019 - Current | 4 |
| Social Finance Inc. | Cottonwood Heights, UT | Jun 2019 - Current | 4 |
| Signature Real Estate Utah | Cottonwood Heights, UT | Oct 2017 - Jun 2019 | 1 |
| Morgan Stanley | South Jordan, UT | Nov 2013 - Oct 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- UT
-
Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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