KT
KT

Kimberly Turner

9 Years of Experience
Dallas, TX
Broker

Kimberly Turner is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2121 North Pearl Street, Suite 500, Dallas, TX, 75201

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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 works in retail for Neiman Marcus during the holiday season, providing customer service and merchandising. This work takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
April 2019 - Present · 7 yrs 3 mos
Morgan Stanley
April 2019 - Present · 7 yrs 3 mos
Previous Registrations
Private Client Services, LLCBroker
April 2018 - September 2018 · 5 mos
Prime Capital Investment Advisors, LLC
August 2017 - September 2018 · 1 yr 1 mo
Lawing Financial INC
March 2017 - October 2017 · 7 mos
Cambridge Investment Research, INC.Broker
December 2016 - April 2018 · 1 yr 4 mos
A I M Distributors, INC.Broker
January 1997 - June 1997 · 5 mos
State Registrations41 states
ALARAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNJNMNVNYOHOKORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kimberly Turner - Financial Advisor | TrueAdvisor