Kimberley
Threadgill
Stansberry Asset Management, LLC
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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
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Fee Structure
Office Location
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Stansberry Asset Management, LLC Brokerage Details
$875,527,805
36
2,636
$332,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kimberley Threadgill Work History
Bull Run LLC
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Morgan Stanley
Morgan Stanley Private Bank, National Association
Kimberley Cary Floral Designs Inc
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
San Mateo, CA
San Mateo, CA
New York, NY
Roanoke, TX
Clifton Park, NY
Roanoke, TX
New York, NY
Winter Park, FL
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