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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimball? Claim Your ProfileKimball Gwilliam is an Investment Advisor Representative at Watts Gwilliam & Company, LLC. Kimball has been a Registered Investment Advisor since October 2023. Kimball has a Series 65 license and has been in the industry since 2010. Kimball has experience providing financial planning and portfolio management services to high net worth individuals, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Kimball's firm, Watts Gwilliam & Company, LLC provides financial planning and portfolio management services to a wide range of clients.
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.
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.
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AZ
10/18/2023 - Present
Watts Gwilliam & Company, LLC (GILBERT AZ)
IA
Issued 09/28/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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