Kimberly KingCRD Number: 5331802
Current Firm: Raymond James Financial Services Advisors, Inc.
Kimberly King (CRD# 5331802) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winter Park, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Raymond James Financial Services Advisors Inc.||Winter Park, FL||Dec 2013 - Current||3|
|Raymond James Financial Services||Winterpark, FL||Nov 2013 - Current||3|
|Winter Park Wealth Group||Winter Park, FL||Nov 2013 - Current||3|
|Morgan Stanley Smith Barney||Winter Park, FL||Jun 2009 - Nov 2013||4|
|Citigroup Global Markets Inc.||Winter Park, FL||Jul 2000 - Nov 2013||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops