KM
CFA
KM
CFA

Kimberly Maichle

11 Years of Experience
Atlanta, GA
Broker

Kimberly Maichle is a CFA-designated registered investment advisor, based in Atlanta, GA, with 11 years of industry experience.

Location

3333 Piedmont Road Ne, Suite 1500, Atlanta, GA, 30305

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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 owns a rental home and her spouse owns another rental property. Kimberly spends minimal time on these activities.

Employment History
Current Registrations
Vp Distributors LLCBroker
June 2017 - Present · 8 yrs 11 mos
Vp Distributors LLC
June 2017 - Present · 8 yrs 11 mos
Virtus Fixed Income Advisers, LLC
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Ridgeworth Distributors LLCBroker
November 2014 - June 2017 · 2 yrs 7 mos
State Registrations7 states
FLGAINMONCSCVA
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.
Kimberly Maichle - Financial Advisor | TrueAdvisor