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Terri Cason Kimball

RIVERPLACE CAPITAL MANAGEMENT INC·JACKSONVILLE, Florida
Series 7, Series 63Clean record23 years registeredRIVERPLACE CAPITAL MANAGEMENT INC
1301 RIVERPLACE BLVD, JACKSONVILLE, FL 32207-9032CRD# 1564375Firm CRD# 109079

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terri Cason Kimball · JACKSONVILLE, FL
Registration
CRD #1564375 · RIVERPLACE CAPITAL MANAGEMENT INC · 23 years registered
Brand Profile
Not yet started
01

Career History

RIVERPLACE CAPITAL MANAGEMENT INC
Aug 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · August 8, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RIVERPLACE CAPITAL MANAGEMENT INC
CRD 109079 · SEC 801-79970
AUM
$213M
Regulatory assets under management
Employees
7
319 client accounts
Services offered by RIVERPLACE CAPITAL MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RIVERPLACE CAPITAL MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does Terri Cason Kimball offer?
Terri Cason Kimball specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Terri Cason Kimball's credentials?
Terri Cason Kimball is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terri Cason Kimball located?
Terri Cason Kimball is based in JACKSONVILLE, Florida, working with RIVERPLACE CAPITAL MANAGEMENT INC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Terri Cason Kimball charge for services?
Terri Cason Kimball's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIVERPLACE CAPITAL MANAGEMENT INC?
RIVERPLACE CAPITAL MANAGEMENT INC has approximately 7 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RIVERPLACE CAPITAL MANAGEMENT INC

Annette Y Campos
JACKSONVILLE, FL
Peter Edward Bower
JACKSONVILLE, FL

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Research
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