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Bill Kimbrough Location
Florida, United States
Bill Kimbrough Work
Investment Counselor @ (March 2021 - Present)
Financial Advisor @ (July 2019 - January 2021)
Senior Advisor Consultant @ (April 2015 - May 2019)
Advisor Consultant @ (May 2004 - April 2015)
Firm Specialist @ (January 2005 - January 2009)
Wholesaler @ Wells Fargo Funds (January 2001 - January 2003)
Wholesaler @ SunAmerica Mutual Funds (January 2000 - January 2001)
Investment Advisor @ Raymond James & Associates (January 1988 - January 2000)
Account Executive @ E.F. Hutton, Inc. (January 1986 - January 1988)
Captain @ (September 1983 - September 1986)
Bill Kimbrough Education
Furman University
BA (Psychology)
1979-1983
Bill Kimbrough Skills
401k
Alternative Investments
Asset Allocation
Asset Allocation Strategies
Bonds
Business Development
Business Planning
Capital Markets
Customer Relationship Management (CRM)
Equities
Estate Considerations
Finance
Financial Advisory
Financial Goals
Financial Services
Financial Strategies
Fixed Income
IRAs
Investment Advisory
Investment Advisory Services
Investment Management
Investment Strategies
Investments
Leadership
Mutual Funds
Nonprofits
Persuasive Presentations
Portfolio Strategies
Practice Management
Relationship Building
Relationship Management
Retirement
Retirement Planning
Sales
Sales Operations
Sales Process
Sales Strategy
Securities
Series 6
Series 7
Trust Services
Wealth Strategies
Wholesale
Bill Kimbrough Summary
Bill Kimbrough, based in Florida, United States, is currently a Investment Counselor at Fisher Investments. Bill Kimbrough brings experience from previous roles at Edward Jones and Franklin Templeton Investments. Bill Kimbrough holds a 1979 - 1983 BA in Psychology @ Furman University. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Allocation Strategies, Bonds and more. Bill Kimbrough has 3 emails and 2 mobile phone numbers on RocketReach.
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