Unclaimed Profile

Tammy Carol Kimbrough

SATHER FINANCIAL GROUP, INC.·VICTORIA, Texas

Series 7, Series 31, Series 63, Series 66Clean record29 years registeredSATHER FINANCIAL GROUP, INC.

120 E. CONSTITUTION ST, VICTORIA, TX 77901CRD# 2579728Firm CRD# 109344

Profile Verification

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

Identity

Tammy Carol Kimbrough · VICTORIA, TX

Registration

CRD #2579728 · SATHER FINANCIAL GROUP, INC. · 29 years registered

Brand Profile

Not yet started

Career History

SATHER FINANCIAL GROUP, INC.

Apr 2010 – present

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jun 2009

KERRVILLE, TX

MORGAN STANLEY & CO. INCORPORATED

May 2008 – Jun 2009

KERRVILLE, TX

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Aug 1996 – Apr 2003

KERRVILLE, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 66

Registration record

First registered · August 20, 1996

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SATHER FINANCIAL GROUP, INC.

CRD 109344 · SEC 801-57925

AUM

$1.7B

Regulatory assets under management

Employees

1,305 client accounts

Services offered by SATHER FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SATHER FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Tammy Carol Kimbrough offer?

Tammy Carol Kimbrough specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VICTORIA, Texas for a consultation.

What are Tammy Carol Kimbrough's credentials?

Tammy Carol Kimbrough is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tammy Carol Kimbrough located?

Tammy Carol Kimbrough is based in VICTORIA, Texas, working with SATHER FINANCIAL GROUP, INC.. Their office serves clients in the VICTORIA metropolitan area and surrounding communities.

How does Tammy Carol Kimbrough charge for services?

Tammy Carol Kimbrough's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SATHER FINANCIAL GROUP, INC.?

SATHER FINANCIAL GROUP, INC. has approximately 9 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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