Kerri
Kimball

Cambridge Investment Research Advisors, Inc

CRD#5098308
Investment Advisor
in New York, NY
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About this Advisor

Kerri Kimball is a certified financial planner who works out of New York, New York, with 14 years of financial industry experience. Kimball is currently employed by Cambridge Investment Research Advisors, Inc. During their career, Kimball has held roles at The Art Of Finance, Massmutual Life Insurance Company, Mml Investors Services, Inc, Element Financail Group, Commonwealth Financial Network, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Kimball maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey and Texas. Cambridge Investment Research Advisors, Inc is a registered investment firm headquartered in New York, New York. The firm has offices in 1,728 locations and a total of 2,672 advisors. It administers $40 billion in total assets across its 225,374 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 175 charitable organizations. Of its 225,374 client accounts, just 7% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a wide range 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, market timing services and educational seminars. Fees for financial advisory services typically depend on which services are offered. However, fee types billed by Cambridge Investment Research Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

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, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

477 Madison Ave 6Th Floor
New York, NY 10022

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

NY Average: $9,259,360,772
Total Number of Employees

2,857

NY Average: 166
Total Number of Accounts

276,236

NY Average: 7,189
Average Account Size

$160,469

NY Average: $1,287,990

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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
  • Market timing services
  • Educational seminars/workshops

Kerri Kimball Work History

Kerri has 14 years of experience.

2013 - Present (6 years)

Cambridge Investment Research, Inc

2013 - Present (6 years)

Cambridge Investment Research Advisors, Inc

2011 - Present (8 years)

Element Financail Group

2011 - 2013 (2 years)

Commonwealth Financial Network

2007 - 2011 (4 years)

Massmutual Life Insurance Company

2007 - 2011 (4 years)

Mml Investors Services, Inc

2004 - Present (15 years)

The Art Of Finance

Disclosures

Kerri Kimball has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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