KM
KM

Kimberly Mcqueen

25 Years of Experience
Birmingham, AL
Broker

Kimberly Mcqueen is a registered investment advisor at Morgan Stanley, based in Birmingham, AL, with 25 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

3500 Colonnade Parkway, Suite 200, Birmingham, AL, 35243

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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 is an independent contractor for Willow House Jewelry by Sara Blaine, discussing jewelry with friends. This activity takes a few hours per week and is outside of business hours.

Employment History
Current Registrations
Morgan Stanley
December 2009 - Present · 16 yrs 5 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
October 2008 - June 2009 · 8 mos
Citigroup Global Markets INC.Broker
January 2002 - July 2008 · 6 yrs 6 mos
The Robinson-Humphrey Company, LLCBroker
December 2000 - January 2002 · 1 yr 1 mo
American Express Financial Advisors INC.Broker
June 2000 - January 2001 · 7 mos
Ids Life Insurance CompanyBroker
June 2000 - January 2001 · 7 mos
State Registrations35 states
ALARAZCACOCTDCDEFLGAIAILINKSLAMAMDMIMNMOMSMTNCNENJNMNYOHOKPASCTNTXVAWY
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 Mcqueen - Financial Advisor | TrueAdvisor