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Kay-anne Imperial

Black Card Circle

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About Kay-anne Imperial

Kay-anne Imperial is a registered investment advisor representative with Black Card Circle. Kay-anne Imperial has been in the industry since October 2015 and has experience in providing financial planning, portfolio management for individuals, and pension consulting services. Kay-anne Imperial is licensed in California and is registered with FINRA. Kay-anne Imperial previously worked for Waddell & Reed, Ameriprise Financial Services, Inc., and various insurance carriers for W&R insurance agencies. Kay-anne Imperial is also a licensed insurance agent and owns a residential rental property.

Firm Information

Kay-anne Imperial is currently registered with Black Card Circle. Black Card Circle is a financial advisory firm with approximately $76 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and corporations. The firm has 4 licensed agents and 6 investment adviser representatives.

$76.30M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kay-anne Imperial’s Registration & Firm History

NV

02/18/2020 - Present

Black Card Circle (LAS VEGAS NV)

CA

05/26/2016 - 12/11/2019

WADDELL & REED (SHERMAN OAKS CA)

CA

10/27/2015 - 11/17/2015

AMERIPRISE FINANCIAL SERVICES, INC. (WOODLAND HILLS CA)

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Licenses & Designations

BOTH

Issued 09/28/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kay-anne Imperial. Review regulatory record here.
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