Palma V. Kimbrell
Professional summary
Palma Vee Kimbrell, who also goes by Vee Kimbrell, is a registered financial professional currently at CONCORDE INVESTMENT SERVICES, LLC located in Ann Arbor, Michigan.
Palma is registered as a RR (Registered Representative) and started their career in finance in 1989. Palma has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Palma Vee Kimbrell's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 12, 2024 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 3909 Research Park Drive Suite 200, Ann Arbor, MI 48108November 14, 2019 - September 2, 2022
BRITEHORN SECURITIES
February 16, 2016 - December 4, 2017
MAINSTREET CAPITAL PARTNERS
July 23, 2010 - October 27, 2010
D.H. HILL SECURITIES, LLLP
April 13, 2009 - October 21, 2009
MOODY SECURITIES, LLC
February 24, 1999 - July 21, 2008
WELLS INVESTMENT SECURITIES,INC.
May 5, 1995 - February 3, 1999
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC.
August 28, 1992 - February 3, 1995
CONFEDERATION FINANCIAL SERVICES (U.S.), INC.
November 27, 1989 - July 9, 1992
ENTERPRISE FUND DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/4/2025)
(9/9/2025)
(8/16/2024)
(9/10/2025)
(9/9/2025)
(9/17/2025)
(5/13/2025)
Exams
FINRA
Current Firm
CONCORDE INVESTMENT SERVICES, LLC
CRD#: 151604 / SEC#: , 8-68388
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CONCORDE HOLDINGS INC. | OWNER / MANAGING MEMBER | |
| ARNOLD, AMY PERRYMAN | CHIEF DUE DILIGENCE OFFICER | 3037672 |
| DELONGCHAMP, DANIELLE LEIGH | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 4901901 |
| GAKENHEIMER, JOHN HERBERT | REGISTERED OPTIONS PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL | 810171 |
| HOFER, KATHLEEN ANN | FINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 1087639 |
| LOBERG, NICHOLAS | DIRECTOR OF BROKERAGE OPERATIONS | 6778518 |
| MCMURRY, KEITH | CHIEF OPERATIONS OFFICER | 5647966 |
| STACEY, JENNIFER LEIGH | CHIEF COMPLIANCE OFFICER | 2536581 |
| WOOLSON, NICOLE RENEE | DIRECTOR OF COMPLIANCE | 3143232 |
Disclosures
| Regulatory Event | 4 |
Red Flags
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