Christopher
Kimball

Fortitude Advisory Group L.L.C

CRD#2401764
Investment Advisor
in Lakewood, WA

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About this Advisor

Christopher Kimball is a financial advisor based in Lakewood, Washington, working with Fortitude Advisory Group L.L.C. Christopher has previously held positions at Money Concepts Capital Corp, as a musician, and at Fortitude Advisory Group L.L.C. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Christopher is part of Fortitude Advisory Group L.L.C, which operates out of Lakewood, Washington. The firm has 8 offices and 25 employees. The firm manages assets totaling $429.6 million. 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 Fortitude Advisory Group L.L.C includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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, Hourly Charges, Fixed Fees

Office Location

5920 100Th St. Sw Building #7
Lakewood, WA 98499

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Fortitude Advisory Group L.L.C Brokerage Details

Total Assets Under Management

$429,645,351

WA Average: $3,566,627,242
Total Number of Employees

25

WA Average: 46
Total Number of Accounts

1,543

WA Average: 1,499
Average Account Size

$278,448

WA Average: $2,379,338

Investment Advisory Services

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

Christopher Kimball Work History

2022 - Present (3 years)

Fortitude Advisory Group L.L.C

2011 - Present (14 years)

Money Concepts Capital Corp

1973 - Present (52 years)

Musician

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Christopher Kimball 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 Fortitude Advisory Group L.L.C

Steven Farr
Warrensburg, MO
Gregory Mallia
New York, NY
Andrew Finnigan
Gig Harbor, WA
Jacinta Earl
Gig Harbor, WA
Ronald Weintraub
Kentfield, CA
Matthew Sanes
Gig Harbor, WA
Stacy Shields
Gig Harbor, WA
Louis Scatigna
Gig Harbor, WA

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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