Kimberly HarveyCRD Number: 5451196
Current Firm: 1st Global Advisors Inc.
Kimberly Harvey (CRD# 5451196) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Troy, OH and has over 9 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Cutter & Company, Inc.
Wells Fargo Advisors Financial Network, LLC
|1st Global Insurance Services, Inc.||Troy, OH||May 2008 - Current||9|
|1st Global Advisors, Inc.||Troy, OH||Apr 2008 - Current||9|
|1st Global Capital Corp||Troy, OH||Dec 2007 - Current||9|
|Nolan, Giere & Company||Troy, OH||Sep 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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