Randall Kimmel (CRD# 2171708) is an Investment Advisor Representative working at My Money Mgr in Newport Beach, CA and has over 29 years of experience in the finance industry. Randall Kimmel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| My Money Mgr LLC | Irvine, CA | Jun 2021 - Current | 2 |
| Retired | Irvine, CA | Jan 2013 - Jan 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
- CA
-
Total Assets Under Management5MILLIONS
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Total Number of Accounts17ACCOUNTS
-
Average Account Value$294,118
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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