Kimberly Simon (CRD# 6106178) is an Investment Advisor Representative working at Avantax Advisory Services in Beaumont, TX and has over 10 years of experience in the finance industry.
CRD# 5361355
Stifel, Nicolaus & Company, Incorporated
CRD# 2039337
Primerica Advisors
CRD# 5908228
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Beaumont, TX | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Beaumont, TX | Oct 2019 - Current | 4 |
| Ekc Advisors, Pllc | Beaumont, TX | Mar 2014 - Current | 10 |
| Edgar, Kiker & Cross, Pc | Beaumont, TX | Aug 2012 - Current | 11 |
| Edgar, Kiker & Cross, Pc Cpas | Beaumont, TX | Aug 2012 - Current | 11 |
| 1st Global Capital Corp. | Dallas, TX | Nov 2013 - Oct 2019 | 5 |
| 1st Global Advisors, Inc. | Dallas, TX | Nov 2013 - Oct 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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