Unclaimed Profile

Scott M Kimball

LOOP CAPITAL ASSET MANAGEMENT - TCH LLC·MIAMI, Florida

Series 7, Series 66Clean record22 years registeredLOOP CAPITAL ASSET MANAGEMENT - TCH LLC

1001 BRICKELL BAY DRIVE, MIAMI, FL 33131-4940CRD# 4637198Firm CRD# 149280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott M Kimball · MIAMI, FL

Registration

CRD #4637198 · LOOP CAPITAL ASSET MANAGEMENT - TCH LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LOOP CAPITAL ASSET MANAGEMENT - TCH LLC

TAPLIN, CANIDA & HABACHT, LLC

Apr 2012 – Dec 2017

MIAMI, FL

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Sep 2003 – Feb 2006

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 8, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOOP CAPITAL ASSET MANAGEMENT - TCH LLC

CRD 149280 · SEC 801-69873

AUM

$8.5B

Regulatory assets under management

Employees

84 client accounts

Services offered by LOOP CAPITAL ASSET MANAGEMENT - TCH LLC

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at LOOP CAPITAL ASSET MANAGEMENT - TCH LLC →

Introduction

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Frequently Asked Questions

What services does Scott M Kimball offer?

Scott M Kimball specializes in Retirement Planning, Wealth Management.

What are Scott M Kimball's credentials?

Scott M Kimball is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott M Kimball located?

Scott M Kimball is based in MIAMI, Florida, last registered with LOOP CAPITAL ASSET MANAGEMENT - TCH LLC.

How does Scott M Kimball charge for services?

Scott M Kimball's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOOP CAPITAL ASSET MANAGEMENT - TCH LLC?

LOOP CAPITAL ASSET MANAGEMENT - TCH LLC has approximately 31 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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