Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Arthur is an investment advisor representative with Main Management, LLC. Kim has been working in the financial industry since 1987 and has experience with providing portfolio management services to individuals and businesses. Kim has also been a registered investment advisor representative for Montgomery Securities and BANC of America Securities LLC. Kim holds Series 7, 24 and 63 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.
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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CA
01/01/2025 - Present
Main Management, LLC (SAN FRANCISCO CA)
NY
10/01/1997 - 08/19/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
11/25/1987 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
BC
Issued 12/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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