Kimberly Williams
Kimberly Williams is a registered investment advisor at Ameriprise Financial Services, LLC, based in Austin, TX, with 25 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
8310-1 N Capital of Texas Hwy, Ste 360, Austin, TX, 78731
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Regulatory History (1)
Customer Dispute
May 2010Other Business Activities
Kimberly is the owner of A-Tex Shredding Inc, where she handles payroll, hiring, and QuickBooks. She also facilitates a loan between A-Tex Shredding and her mother to finance a mobile shred truck, dedicating minimal time to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Farm Vp Management CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 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.