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Kimberly Torralva

34 Years of Experience
Honolulu, HI
Broker

Kimberly Torralva is a registered investment advisor at Raymond James & Associates, INC., based in Honolulu, HI, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1003 Bishop Street, Suite 1500, Honolulu, HI, 96813

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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 Activities

Kimberly owns rental real estate property since 2021. She dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2019 - Present · 6 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - July 2019 · 10 yrs 1 mo
Morgan Stanley
June 2009 - July 2019 · 10 yrs 1 mo
Morgan Stanley & CO. Incorporated
June 2008 - June 2009 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.
March 2004 - June 2008 · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
October 2003 - June 2008 · 4 yrs 8 mos
Harris Investor Services LLCBroker
May 2002 - August 2003 · 1 yr 3 mos
Harris Investorline INC.Broker
August 1991 - May 2002 · 10 yrs 9 mos
State Registrations7 states
AKCAHIMTNVTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.