Kimball Kistler, financial advisor The Villages FL
73 score

Kimball Kistler

CRD Number: 866936
Current Firm: Royal Fund Management, LLC

Kimball Kistler (CRD# 866936) is an Investment Advisor Representative working at Royal Fund Management, LLC in The Villages, FL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Fund Management Newton Falls, OH Aug 2013 - Current 3
Regal Investment Advisors Kentwood, MI Feb 2013 - Current 3
Kistler Capital Management Denver, CO Mar 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
S65 NASAA Investment Advisors Law Examination Jun 2011
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Kimball T. Kistler
Phone Number: 352-750-1637
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    2,981
    ACCOUNTS
  • Average Account Value
    $71,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
73

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