Kimberley
Threadgill

Stansberry Asset Management, LLC

CRD#6649931
Investment Advisor
in Roanoke, TX

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About this Advisor

Kimberley Threadgill is a financial advisor based in Roanoke, Texas, working with Stansberry Asset Management, LLC. Kimberley has previously held positions at Morgan Stanley, Kimberley Cary Floral Designs Inc, Morgan Stanley Private Bank, National Association, Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, and Bull Run LLC. Kimberley has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Kimberley is part of Stansberry Asset Management, LLC, which operates out of Roanoke, Texas. The firm has 3 offices and 36 employees. The firm manages assets totaling $875.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Stansberry Asset Management, LLC includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1600 Solana Boulevard Building 8 Suite 8100
Roanoke, TX 76262

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Stansberry Asset Management, LLC Brokerage Details

Total Assets Under Management

$875,527,805

TX Average: $3,042,739,679
Total Number of Employees

36

TX Average: 49
Total Number of Accounts

2,636

TX Average: 2,315
Average Account Size

$332,143

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kimberley Threadgill Work History

2022 - Present (3 years)

Bull Run LLC

2019 - Present (6 years)

Jpmorgan Chase Bank Na

2019 - Present (6 years)

Jpmorgan Securities LLC

2016 - 2019 (3 years)

Morgan Stanley

2016 - 2019 (3 years)

Morgan Stanley Private Bank, National Association

2007 - 2016 (9 years)

Kimberley Cary Floral Designs Inc

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Disclosures

Please visit the SEC profile of Kimberley Threadgill 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 Stansberry Asset Management, LLC

Maurice Whittaker
San Mateo, CA
Jeffrey Starr
New York, NY
John Stannard
Roanoke, TX
Corey Drejas
Clifton Park, NY
Jared Skinner
San Mateo, CA
Austin Root
Roanoke, TX
Christopher Gilmor
San Mateo, CA
George Stock
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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