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Bruce Martin Kimball

ADVANCED FINANCIAL PLANNING, L.P.·ARLINGTON, Texas
Unclaimed Profile
1720 OAK VILLAGE BLVD. SUITE 100, ARLINGTON, TX 76017CRD# 2576920Firm CRD# 111949
01

About

Bruce Martin Kimball is a registered financial advisor based in ARLINGTON, Texas, affiliated with ADVANCED FINANCIAL PLANNING, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ADVANCED FINANCIAL PLANNING, L.P.
ADVANCED FINANCIAL PLANNING, L.P.
AUM
$56M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ADVANCED FINANCIAL PLANNING, L.P. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other advisory services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: REFERRAL/SOLICITOR FEES
Regulatory
SEC/IARD CRD# 2576920
Firm CRD# 111949
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bruce Martin Kimball offer?
Bruce Martin Kimball specializes in Financial Planning, Investment Management. Contact their office in ARLINGTON, Texas for a consultation.
What are Bruce Martin Kimball's credentials?
Bruce Martin Kimball is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Martin Kimball located?
Bruce Martin Kimball is based in ARLINGTON, Texas, working with ADVANCED FINANCIAL PLANNING, L.P.. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.
How does Bruce Martin Kimball charge for services?
Bruce Martin Kimball's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral/solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVANCED FINANCIAL PLANNING, L.P.?
ADVANCED FINANCIAL PLANNING, L.P. has approximately 6 employees and manages $56M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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