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Quinton Kimball

11 Years of Experience
Arlington, TX
Broker

Quinton Kimball is a registered investment advisor at Ameriprise Financial Services, LLC, based in Arlington, TX, with 11 years of industry experience. Quinton 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

4120 W Interstate 20, Arlington, TX, 76017-1445

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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

Quinton runs the day-to-day business operations of Actum Wealth Advisors, providing financial advice and retirement planning for clients, dedicating about a quarter of his time. He is also a co-owner of GVTT Enterprises LLC, a real estate venture, spending minimal time on this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2022 - Present · 3 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Geneos Wealth Management, INC.
January 2015 - June 2022 · 7 yrs 5 mos
Geneos Wealth Management, INC.Broker
May 2014 - June 2022 · 8 yrs 1 mo
State Registrations30 states
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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.
Quinton Kimball - Financial Advisor | TrueAdvisor