KA
KA

Kimberly Ann Atchley

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,885 clients
Average Client Portfolio
$845K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152

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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

Kimberly works as an hourly employee at Jet's Pizza, assisting with delivery and restaurant duties. This takes about 10-20% of her time and is not investment-related.

Employment History
Current Registrations
Guidestone Advisors
February 2019 - Present · 7 yrs
Guidestone Financial ServicesBroker
February 2019 - Present · 7 yrs
Previous Registrations
Wells Nelson & Associates, L.L.C.Broker
July 2017 - January 2019 · 1 yr 6 mos
Taylor Stephens, INC.
April 2015 - January 2019 · 3 yrs 9 mos
Braymen Lambert and Noel Investment Management
August 2014 - November 2015 · 1 yr 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.