Margaret Kimmel
Margaret Kimmel is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Evansville, IN, with 29 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7501 Eagle Crest Blvd., Evansville, IN, 47715
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Regulatory History (1)
Customer Dispute
June 2000Other Business Activities
Margaret is a board member of the Evansville Police Department Foundation, supporting special projects and training for the Police Department. She dedicates a few hours per week to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Legend Consulting LLC.
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.