Kimberli Caughron, financial advisor Tyler TX
93 score

Kimberli Caughron

CRD Number: 3127416
Current Firm: Edward Jones

Kimberli Caughron (CRD# 3127416) is an Investment Advisor Representative working at Edward Jones in Tyler, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Tyler, TX Dec 2009 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler, TX Oct 2009 - Dec 2009 < 1
Banc Of America Insurance Services, Inc. Tyler, TX Jun 2008 - Dec 2009 1
Banc Of America Investment Services, Inc. Tyler, TX Jun 2008 - Dec 2009 1
Edward Jones Waco, TX May 2002 - Jun 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Kimberli A. Caughron
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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