Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Arthur is a financial advisor with over 20 years of experience in the industry. Kimberly is registered to provide investment advisory services in California, Oklahoma, and Texas. Kimberly works at Xo Wealth Management and has previously worked at Raymond James & Associates, Inc., Cabot Lodge Securities LLC, and LEVEL FOUR FINANCIAL, LLC. Kimberly has experience providing financial planning and portfolio management for individuals and 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.
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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TX
03/27/2024 - Present
XO Wealth Management (DALLAS TX)
IN
10/17/2022 - 02/09/2024
LEVEL FOUR FINANCIAL, LLC (RICHMOND IN)
OK
07/06/2021 - 12/01/2021
CABOT LODGE SECURITIES LLC (Oklahoma City OK)
TX
05/21/2019 - 12/11/2019
IFS SECURITIES (Dallas TX)
OK
01/23/2017 - 05/18/2017
IFS SECURITIES (Oklahoma City OK)
OK
01/12/2015 - 12/31/2016
RAYMOND JAMES & ASSOCIATES, INC. (OKLAHOMA CITY OK)
TX
07/29/2010 - 10/07/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLANO TX)
TX
12/15/2008 - 07/08/2010
FIRST SOUTHWEST COMPANY (DALLAS TX)
TX
05/20/2008 - 09/16/2008
MORGAN STANLEY & CO. INCORPORATED (SAN ANTONIO TX)
TX
08/29/2002 - 04/24/2008
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
NY
06/14/2001 - 12/12/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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