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Kimberley Carol Threadgill

Stansberry Asset Management, LLC

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About Kimberley Carol Threadgill

Kimberley Threadgill is an investment advisor representative with Stansberry Asset Management, LLC and has been in the industry since July 28, 2016. Kimberley has a Series 7, Series 66 and SIE license and is registered in New York and Texas. Kimberley is a Certified Financial Planner and specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. Previously, Kimberley worked at J.P. Morgan Securities LLC and Morgan Stanley.

Firm Information

Kimberley Threadgill is currently registered with Stansberry Asset Management, LLC. Stansberry Asset Management, LLC is a registered investment advisor with approximately $875.53 million in regulatory assets under management. Located in Westlake, TX, the firm provides financial planning and portfolio management for individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The firm has 20 investment advisor representatives and six investment advisory functions.
Stansberry Asset Management, LLC

1600 SOLANA BOULEVARD

WESTLAKE, TX 76262

$875.53M

Assets Under Management

Not reported

Total Clients

20

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Kimberley Threadgill’s Registration & Firm History

TX

01/03/2025 - Present

Stansberry Asset Management, LLC (WESTLAKE TX)

GA

10/04/2019 - 12/09/2022

J.P. MORGAN SECURITIES LLC (Dunwoody GA)

GA

07/28/2016 - 09/27/2019

MORGAN STANLEY (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 09/06/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberley Carol Threadgill.
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