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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Cornwell is a financial advisor at Captrust in San Antonio, TX. Kim has over 30 years of experience in the financial services industry and is a Certified Financial Planner. Kim previously worked at M.E. Allison & Co., Inc., Presidio Financial Services, Inc., USAA Financial Advisors, Inc., CUNA Brokerage Services, Inc., Nathan & Lewis Securities, Inc., McDonald & Company Securities, Inc., Essex Capital Markets, Inc., Copeland Equities, Inc., Integrated Resources Equity Corporation and Pennington/Bass Equities, Inc. Kim has a strong background in providing financial advice to individuals, businesses, and institutions. Kim specializes in financial planning, portfolio management, and pension consulting. Kim holds Series 7, 63 and 24 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/03/2019 - Present
Captrust (San Antonio TX)
TX
12/05/2012 - 08/20/2013
M. E. ALLISON & CO., INC. (SAN ANTONIO TX)
TX
01/09/2008 - 01/02/2013
PRESIDIO FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
AZ
01/09/2004 - 09/11/2007
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IA
01/15/2003 - 11/24/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
09/15/1998 - 12/10/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
OH
09/04/1998 - 09/16/1998
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
NY
11/30/1994 - 09/04/1998
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
NJ
06/26/1989 - 10/27/1994
COPELAND EQUITIES, INC. (SOMERSET NJ)
NA
05/26/1987 - 10/07/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/22/1986 - 06/02/1987
PENNINGTON/BASS EQUITIES, INC.
IA
Issued 10/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1979
Series 1 - Registered Representative Examination
Active
Inactive
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