Geoffrey
Kemble

Pruco Securities, LLC

CRD#4048488
Investment Advisor
in Matthews, NC

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About this Advisor

Geoffrey Kemble is a financial advisor operating in Matthews, North Carolina with a total of 22 years of industry experience. Kemble currently works for Pruco Securities, LLC. Their career trajectory has included roles at Pruco Securities, LLC and Prudential Insurance Company Of America. Kemble has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina and Texas. Pruco Securities, LLC is a financial advisory business headquartered in Newark, NJ. The investment advisory business has offices in 42 locations and a total of 2,500 people on staff. It handles $14 billion in total assets across its 106,737 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 106,737 customer accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets available to invest. 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, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on which services the firm provides the client. Fees billed by Pruco Securities, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2501-A Plantation Center Drive
Matthews, NC 28105

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

NC Average: $10,121,009,343
Total Number of Employees

2,500

NC Average: 92
Total Number of Accounts

106,737

NC Average: 6,978
Average Account Size

$131,438

NC Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Geoffrey Kemble Work History

Geoffrey has been registered as a financial advisor for 22 years.*

1999 - Present (25 years)

Pruco Securities, LLC

1999 - Present (25 years)

Prudential Insurance Company Of America

*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 Geoffrey Kemble to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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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