KA
KA

Kimberly Arguello

11 Years of Experience
Coral Gables, FL
Broker

Kimberly Arguello is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

2811 Ponce de Leon Blvd., Suite 800, Coral Gables, FL, 33134

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2021 - Present · 5 yrs 3 mos
Raymond James & Associates, INC.Broker
June 2021 - Present · 5 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2019 - June 2021 · 1 yr 9 mos
J.P. Morgan Securities LLCBroker
July 2019 - June 2021 · 1 yr 11 mos
We Family Offices
December 2013 - August 2016 · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
August 2013 - October 2013 · 2 mos
Walnut Street Securities, INC.Broker
February 2011 - September 2013 · 2 yrs 7 mos
State Registrations1 state
FL
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.