BK
CFP · ChFC
BK
CFP · ChFC

Brent Roy Kimball

40 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
4,121 clients
Average Client Portfolio
$303K average
Assets Under Management
$1.2B

Fee Structure

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Location

North Hampton, NH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brent is involved with Gateway Financial Partners as a DBA for LPL business and as an owner of non-variable insurance, dedicating minimal time to each. He also provides investment advisory services through Gateway Wealth Partners, spending about half of his time on this activity, and serves as a board member for ALEX'S TEAM FOUNDATION.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
September 2023 - Present · 2 yrs 5 mos
LPL Financial LLCBroker
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
LPL Financial LLC
January 2022 - January 2024 · 2 yrs
Gwn Securities INC.
January 2011 - January 2022 · 11 yrs
Gwn Securities INC.Broker
January 2011 - January 2022 · 11 yrs
Lincoln Investment Planning, INC
August 2010 - February 2011 · 6 mos
Lincoln InvestmentBroker
August 2010 - February 2011 · 6 mos
Great American Advisors, INC.Broker
June 2008 - August 2010 · 2 yrs 2 mos
Great American Advisors, INC.
June 2008 - August 2010 · 2 yrs 2 mos
Esi Financial Advisors
June 2007 - June 2008 · 1 yr
Equity Services, INC.Broker
June 2007 - June 2008 · 1 yr
Great American Advisors, INC.
October 2003 - June 2007 · 3 yrs 8 mos
Great American Advisors, INC.Broker
September 1999 - June 2007 · 7 yrs 9 mos
Berkshire Equity Sales, INC.Broker
February 1990 - September 1999 · 9 yrs 7 mos
Sun Investment Services CompanyBroker
November 1985 - February 1990 · 4 yrs 3 mos
State Registrations7 states
CAFLMAMENHNJRI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brent Roy Kimball - Financial Advisor | TrueAdvisor