Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Florence Kimball is an investment advisor representative with Cambridge Investment Research Advisors, Inc.. Cole has been in the industry since 2007 and is registered in 51 states and the District of Columbia. Cole is also a Chartered Financial Analyst. Cole has experience with financial planning, portfolio management for individuals and businesses, pension consulting and market timing services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OR
04/11/2013 - Present
Cambridge Investment Research Advisors, Inc. (Portland OR)
OR
08/04/2010 - 11/22/2011
CRI SECURITIES, LLC (PORTLAND OR)
OR
08/04/2010 - 11/22/2011
SECURIAN FINANCIAL SERVICES, INC. (PORTLAND OR)
CO
05/19/2008 - 04/30/2010
JANCO PARTNERS, INC. (GREENWOOD VILLAGE CO)
CO
11/21/2007 - 02/13/2008
TOUCHPOINT SECURITIES CORP. (WESTMINSTER CO)
CO
10/23/2006 - 09/12/2007
WM SMITH SECURITIES INCORPORATED (DENVER CO)
BOTH
Issued 08/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/18/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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