Ronald Todd Behymer

Kimery Wealth Management, LLC

23 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Kimery Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

682 clients

Average Client Portfolio

$646K average

Assets Under Management

$440.8M

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$2,500

Location

6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN, 38119

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History

Regulatory History (1)

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Employment Separation After Allegations

February 2018

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Employment History

Current Registrations

Kimery Wealth Management, LLC

April 2018 - Present · 7 yrs 10 mos

Previous Registrations

Charles Schwab & CO., INC.

August 2008 - March 2018 · 9 yrs 7 mos

Charles Schwab & CO., INC.Broker

August 2008 - March 2018 · 9 yrs 7 mos

Wunderlich Securities, INC.

July 2007 - May 2008 · 10 mos

Wunderlich Securities, INC.Broker

June 2007 - May 2008 · 11 mos

Consulting Services Group, LLC

July 2004 - December 2004 · 5 mos

Trading Services Group, INC.Broker

December 2003 - December 2004 · 1 yr

Institutional Brokerage Services CorporationBroker

July 1997 - April 2002 · 4 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.