Kimberly RauchCRD Number: 7422218
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kimberly Rauch (CRD# 7422218) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bainbridge, WA and has 1 year of experience in the finance industry.
Royal Alliance Associates, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Bainbridge Island, WA||Oct 2019 - Current||2|
|1st Security Bank Of Wa||Poulsbo, WA||May 2019 - Oct 2019||< 1|
|Bank Of America||Bainbridge, WA||Jul 2016 - May 2019||2|
|Estee Lauder||Silverdale, WA||Jul 2017 - Nov 2018||1|
|Macys||Silverdale, WA||Jul 2017 - Jul 2017||< 1|
|Victoria Secrets Brands||Federal Way, WA||Sep 2015 - Jun 2016||< 1|
|Macy's||Silverdale, WA||Oct 2007 - Sep 2015||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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