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William Morris Kimball

Ameritas Investment Company, LLC

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About William Morris Kimball

William Kimball is a financial advisor with over 30 years of experience in the industry. William is currently registered with Ameritas Investment Company, LLC. William has a strong background in investments and has held licenses in several states.

Firm Information

William Kimball is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

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.

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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William Kimball’s Registration & Firm History

TX

02/26/2013 - Present

Ameritas Investment Company, LLC (DALLAS TX)

TX

09/15/2010 - 02/22/2011

TITAN SECURITIES (PLANO TX)

NC

02/12/2001 - 10/07/2008

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

CA

11/09/1999 - 11/24/1999

RWB SECURITIES INC. (SAN JOSE CA)

IA

09/14/1989 - 10/05/1999

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

MA

03/26/1986 - 06/26/1989

SELIGMAN MARKETING, INC. (BOSTON MA)

NA

02/12/1986 - 07/23/1987

STANFORD FINANCIAL RESOURCES, INC.

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Licenses & Designations

IA

Issued 04/13/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/25/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/25/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/13/1985

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Morris Kimball.
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