Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McComb Kimbrough is an investment advisor representative at Fisher Investments in TAMPA, FL. William has been in the industry since 1987 and is licensed to provide investment advisory services in Florida and Texas. William has experience with various clients, including high-net-worth individuals, corporations, and charitable organizations. William's primary focus is portfolio management, but he also offers financial planning services. William is a dedicated professional committed to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/25/2023 - Present
Fisher Investments (TAMPA FL)
FL
07/12/2019 - 01/21/2021
EDWARD JONES (LUTZ FL)
FL
06/03/2004 - 05/07/2019
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
AR
09/19/2001 - 12/03/2002
STEPHENS INC. (LITTLE ROCK AR)
NJ
04/12/2000 - 08/06/2001
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
FL
11/25/1988 - 04/15/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
04/11/1988 - 12/13/1988
SHEARSON LEHMAN HUTTON INC.
NA
01/21/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 07/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1987
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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