Kimberly Reynolds (CRD# 7048203) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Douglasville, GA and has over 5 years of experience in the finance industry.
CRD# 4349233
J.p. Morgan Securities LLC
CRD# 4125430
Ameriprise Financial Services, LLC
CRD# 4829259
Ifg Advisory, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Atlanta, GA | Jun 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta, GA | Jan 2020 - Jun 2021 | 1 |
| Bank Of America, N.a. | Atlanta, GA | Jan 2020 - Jun 2021 | 1 |
| Wells Fargo Clearing Services, LLC | Atlanta, GA | Nov 2018 - Jan 2020 | 1 |
| Wells Fargo Bank, Na | Atlanta, GA | Nov 2018 - Jan 2020 | 1 |
| Wells Fargo Bank Na | Montgomery, AL | Apr 2015 - Nov 2018 | 3 |
| Wells Fargo Bank Na | Dothan, AL | Aug 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- GA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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