Kimberley
Whittle
Stephens
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About this Advisor
Kimberley Whittle is a financial advisor working out of Rogers, Arkansas with a total of 10 years of relevant experience. Whittle is on the advisory team at Stephens. Over the course of their career, Whittle has held roles at Stephens Inc. Whittle holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Arkansas and Texas. Stephens is a registered investment company operating out of Little Rock, AR. The company has offices in 23 locations and a total of 637 people on staff. It has $12 billion in assets among its 21,479 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 21 charities and foundations. Of its 21,479 accounts, just 8% belong to high-net-worth investors who have at least $1 million in assets available to invest. Stephens has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically depend on the type of financial services offered. Fees charged by Stephens can be comprised of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stephens Brokerage Details
$12,334,227,079
637
21,479
$574,246
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kimberley Whittle Work History
Kimberley has been registered as a financial advisor for 10 years.*
Stephens Inc
Stephens Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kimberley Whittle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stephens
Rogers, AR
Charlotte, NC
Little Rock, AR
Lutherville-Timonium, MD
Dallas, TX
Rogers, AR
Fayetteville, AR
Rogers, AR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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