Kimberly
Galbraith
Epic Wealth Management, LLC
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About this Advisor
Kimberly Galbraith is a financial advisor based in Oklahoma City, Oklahoma, working with Epic Wealth Management, LLC. Kimberly has previously held positions at Primerica Financial Services, Pfs Investments Inc, Key Health Institute Of Edmond, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Key Fit Club, and Epic Wealth Management, LLC. Kimberly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Kimberly is part of Epic Wealth Management, LLC, which operates out of Oklahoma City, Oklahoma. The firm has 5 employees and manages assets totaling $105.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Epic Wealth Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Epic Wealth Management, LLC Brokerage Details
$105,697,743
5
375
$281,861
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kimberly Galbraith Work History
Epic Wealth Management, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Key Health Institute Of Edmond
Key Fit Club
Primerica Financial Services
Pfs Investments Inc
Disclosures
Please visit the SEC profile of Kimberly Galbraith 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 Epic Wealth Management, LLC
Oklahoma City, OK
Oklahoma City, OK
Norman, OK
Oklahoma City, OK
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