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Kimball Eric Pierce

Rovin Capital

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About Kimball Eric Pierce

Kimball Eric Pierce is an investment advisor representative at Rovin Capital. Kimball has over 16 years of experience in the financial services industry. Kimball earned his Series 7 and Series 66 licenses in 2005, and Series 31 in 2006. He also holds the Chartered Financial Consultant (ChFC) designation. Kimball’s previous experience includes working at Goldman Sachs, Morgan Stanley Smith Barney and Edward Jones. Kimball currently provides financial planning and portfolio management services to individuals, families, businesses and trusts. He is registered with the state of Utah and Texas.

Firm Information

Kimball Pierce is currently registered with Rovin Capital. Rovin Capital is a financial advisor headquartered in Mesa, Arizona. They manage approximately $596,130,000 in assets for a total of 2,034 clients. Their services include financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles.
Rovin Capital

1 N. MACDONALD

MESA, AZ 85201

$596.13M

Assets Under Management

Not reported

Total Clients

9

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Kimball Pierce’s Registration & Firm History

UT

05/30/2017 - Present

Rovin Capital (Lehi UT)

UT

01/07/2011 - 04/04/2017

GOLDMAN, SACHS & CO. (SALT LAKE CITY UT)

UT

12/24/2009 - 11/26/2010

MORGAN STANLEY SMITH BARNEY (SOUTH JORDAN UT)

UT

09/18/2009 - 11/16/2009

E*TRADE SECURITIES LLC (SANDY UT)

UT

04/02/2007 - 09/18/2007

MORGAN STANLEY & CO., INCORPORATED (SALT LAKE CITY UT)

UT

03/02/2006 - 04/02/2007

MORGAN STANLEY DW INC. (SALT LAKE CITY UT)

MO

11/30/2005 - 02/02/2006

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 04/11/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/02/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 11/29/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimball Eric Pierce.
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