Buddy Kimsey
Buddy Kimsey is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Charleston, TN, with 23 years of industry experience. Buddy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Charleston, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Buddy is a co-trustee for J.S.M. Insurance Trust and the owner of Compass Financial Services, LLC, where he provides financial services to clients, dedicating about a quarter of his time. He also serves as a board member for Hiwassee Utilities Commission, spending minimal time reviewing financial statements and approving budgets.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 states
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