William Kimbrough, financial advisor Tampa FL

William Kimbrough

CRD Number: 1615299
Current Firm: Fisher Investments

William Kimbrough (CRD# 1615299) is an Investment Advisor Representative working at Fisher Investments in Tampa, FL and has over 34 years of experience in the finance industry.

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Econologics Financial Advisors
Company Name Location Dates Years
Fisher Investments Tampa, FL Feb 2021 - Current < 1
Edward Jones St.louis, MO Jul 2019 - Jan 2021 1
Franklin Templeton Investments St Petersburg, FL May 2004 - Jul 2019 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for William M. Kimbrough
Phone Number: 800-851-8845
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    159,612
    MILLIONS
  • Total Number of Accounts
    166,694
    ACCOUNTS
  • Average Account Value
    $957,512
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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