Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimball? Claim Your ProfileKimball Kistler is a financial advisor with over 25 years of experience in the industry. Kimball is currently registered with Royal Fund Management, LLC and has held previous registrations with other firms including D.E. Frey & Company, Inc., VTR Capital, Inc., World Securities Corporation, Churchill Securities, Inc. and Rocky Mountain Securities & Investments, Inc. Kimball Kistler holds a Series 63 and Series 65 license. Kimball's firm specializes in providing investment advisory services to individuals, high net worth individuals, and corporations or other businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor to other advisers
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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2
FL
08/27/2013 - Present
Royal Fund Management, LLC (LADY LAKE FL)
CO
12/12/1994 - 03/29/1999
D.E. FREY & COMPANY, INC. (DENVER CO)
NY
03/23/1994 - 12/14/1994
VTR CAPITAL, INC. (NEW YORK NY)
CO
02/16/1994 - 03/07/1994
WORLD SECURITIES CORPORATION (CENTENNIAL CO)
NY
12/13/1993 - 01/07/1994
CHURCHILL SECURITIES, INC. (SUFFERN NY)
CO
03/26/1993 - 12/02/1993
ROCKY MOUNTAIN SECURITIES & INVESTMENTS, INC. (DENVER CO)
NA
07/28/1986 - 02/17/1988
B.C. CHRISTOPHER SECURITIES CO.
NA
11/06/1985 - 07/17/1986
WALL STREET WEST, INC.
NA
05/08/1985 - 09/17/1985
EVAN RYAN SECURITIES, INC.
NA
02/23/1984 - 05/03/1985
WALL STREET WEST, INC.
NA
10/13/1982 - 02/02/1984
HOLT, OLINGER & CO., INC.
NA
06/01/1979 - 09/23/1982
FIRST COLORADO INVESTMENTS & SECURITIES, INC.
IA
Issued 06/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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