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Kimberly Ragan Beiter

THE Fiduciary Group

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About Kimberly Ragan Beiter

Kimberly Ragan Beiter is a registered Investment Advisor Representative with The Fiduciary Group, based in Savannah, GA. Kimberly has been in the industry since 2012 and has extensive experience with securities and investment management. Kimberly is also a certified instructor for Pure Barre. Kimberly's areas of specialization include financial planning, portfolio management, and insurance solutions. Kimberly is committed to providing her clients with the highest level of service and expertise.

Firm Information

Kimberly Beiter is currently registered with THE Fiduciary Group. THE Fiduciary Group is an investment advisor registered with the SEC and located in Savannah, Georgia. The firm provides financial planning, portfolio management for individuals and businesses, and credit and cash management solutions. They have approximately $1.61 billion in regulatory assets under management, primarily from high-net-worth individuals, corporations, pension plans, and charitable organizations.
THE Fiduciary Group

310 COMMERCIAL DRIVE

SAVANNAH, GA 31406-3682

$1.61B

Assets Under Management

Not reported

Total Clients

10

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions, insurance solutions

Credit and cash management solutions, insurance solutions

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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Kimberly Beiter’s Registration & Firm History

GA

02/14/2022 - Present

THE Fiduciary Group (SAVANNAH GA)

GA

07/31/2012 - 09/09/2021

WELLS FARGO CLEARING SERVICES, LLC (SAVANNAH GA)

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Licenses & Designations

BC

Issued 10/22/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Ragan Beiter.
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