Max
Kimball
Sofi Wealth LLC
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About this Advisor
Max Kimball is a financial advisor based in San Francisco, California, with a total of 4 years of relevant experience. Kimball currently works for Sofi Wealth LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Morgan Stanley, Sofi Securities LLC, Sofi Wealth LLC, Signature Real Estate Utah and Social Finance Inc. Kimball holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Utah. Sofi Wealth LLC is a registered investment firm based out of San Francisco, CA. The investment advisory business has offices in four locations and a total of 70 financial advisors. It controls $671 million in assets under management across its 155,840 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial advisory fee schedules depend on which services the firm provides the client. However, fee types charged by Sofi Wealth LLC typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sofi Wealth LLC Brokerage Details
$671,300,846
70
155,840
$4,308
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Max Kimball Work History
Max has been registered as a financial advisor for 4 years.*
Sofi Securities LLC
Sofi Wealth LLC
Social Finance Inc
Signature Real Estate Utah
Morgan Stanley
Wells Fargo Advisors LLC
*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 Max Kimball 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 Sofi Wealth LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
San Francisco, CA
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