Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Dawn Ray is a registered investment advisor representative with Per Stirling Capital Management, LLC. Kimberly Dawn Ray is licensed to provide investment advice in Texas and has been in the industry since October 2015. Kimberly Dawn Ray has a total of 0 state, product and principal exams passed. Kimberly Dawn Ray's primary employment is with Per Stirling Capital Management, LLC and is located in the firm's Austin branch office. Kimberly Dawn Ray also promotes clients for college scholarship and coaching services for Imagine Scholarships.
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.
Promoter fees
1
2
TX
10/13/2015 - Present
PER Stirling Capital Management, LLC (AUSTIN TX)
Active
Inactive
Not sure Kimberly Ray is the right advisor for you? Invested Better is here to help.
