Kamron Kimball
CRD Number: 4818836Current Firm: United Planners' Financial Services Of America A Limited Partner
Kamron Kimball (CRD# 4818836) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sangerville, ME and has over 18 years of experience in the finance industry.
CRD# 3018100
Newedge Advisors
CRD# 7506302
Avery Rock Financial, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kimball Korp | Parkman, ME | Oct 2021 - Current | 2 |
| Weber Insurance Farmington | Farmington, ME | Mar 2020 - Current | 4 |
| Bessey Insurance | Turner, ME | Mar 2020 - Current | 4 |
| Weber Insurance Livermore Falls | Livermore Fall, ME | Mar 2020 - Current | 4 |
| Weber Ins Rumford-advantage | Rumford, ME | Mar 2020 - Current | 4 |
| Masons Mt. Kineo Lodge 109 | Guilford, ME | Aug 2018 - Current | 5 |
| Kimball Financial Pa | Guilford, ME | Jun 2014 - Current | 9 |
| Kamron Kimball | Parkmen, ME | Jan 2012 - Current | 12 |
| United Planners Financial Services | Scottsdale, AZ | Jun 2008 - Current | 15 |
| Kimball Insurance/weber Insurance | Guilford, ME | Aug 2004 - Current | 19 |
| Guilford Sangerville Water District | Guilford, ME | Jun 2016 - Aug 2020 | 4 |
| Maine Highlands Fcu | Dexter, ME | Jun 2016 - Aug 2020 | 4 |
| Chretien Tyler Insurance | Winterport, ME | Jan 2015 - Aug 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- ME
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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