KP
ChFC
KP
ChFC

Kimball Eric Pierce

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
671 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$710.7M

Fee Structure

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Location

2801 N. Thanksgiving Way, Suite 190, Lehi, UT, 84043

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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

Kimball is a member of Six Peak Capital Management, LLC, managing a debt investment to Fetch. He sits on the investment committee, dedicating minimal time to this activity.

Employment History
Current Registrations
Rovin Capital
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Goldman, Sachs & CO.Broker
January 2011 - April 2017 · 6 yrs 3 mos
Morgan Stanley Smith Barney LLC
January 2010 - November 2010 · 10 mos
Morgan Stanley Smith BarneyBroker
December 2009 - November 2010 · 11 mos
E*trade Securities LLCBroker
September 2009 - November 2009 · 2 mos
Morgan Stanley & CO., Incorporated
April 2007 - September 2007 · 5 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - September 2007 · 5 mos
Morgan Stanley
April 2006 - April 2007 · 1 yr
Morgan Stanley Dw INC.Broker
March 2006 - April 2007 · 1 yr 1 mo
Edward JonesBroker
November 2005 - February 2006 · 3 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.
Kimball Eric Pierce - Financial Advisor | TrueAdvisor