Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimmie? Claim Your ProfileKimmie Mathis-doumis is a registered investment advisor in Texas. Kimmie holds a Series 65 license and is currently employed with Oxbow Advisors, LLC. Kimmie has been in the industry since at least December 2011. Kimmie has specialized in providing financial planning and investment advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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TX
03/08/2012 - Present
Oxbow Advisors, LLC (AUSTIN TX)
IA
Issued 06/19/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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