George Kimball

from Needham Advisory Corporation
SEC regulated
Regulated Investment Advisor
George Kimball is a financial advisor based in Massachusetts, North Andover, with 18 years of experience. George currently works for Needham Advisory Corporation. George maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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George Kimball works at Needham Advisory Corporation
Needham Advisory Corporation is a financial advisory firm based in North Andover, Massachusetts. It currently has approximately $62,963,419 of assets under management and employs about 5 people. Needham Advisory Corporation uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
861 Turnpike Street, Unit 226, North Andover, Massachusetts, 1845

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