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Kevin Kimery

from Kimery Wealth Management, LLC

Kevin Kimery is a financial advisor based in Tennessee, Memphis, with 24 years of experience. Kevin currently works for Kimery Wealth Management, LLC. Kevin maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser 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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Kevin Kimery works at Kimery Wealth Management, LLC

Kimery Wealth Management, LLC is a financial advisory firm based in Memphis, Tennessee. It currently has approximately $299,948,000 of assets under management and employs about 7 people. Kimery Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

Certifications and registrations

Uniform Securities Agent State Law Examination (S63)

Uniform Investment Adviser Law Examination (S65)

Years registered

13 years

Fee structure

A percentage of assets under your management and fixed fees

Office location

6410 Poplar Avenue, Suite 100, Memphis, Tennessee, 38119

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