Tammy C. Kimbrough
Professional summary
Tammy Carol Kimbrough, who also goes by Tammy Carol Davis, Tammy Davis, Tammy Kimbrough, is a registered financial advisor currently at SATHER FINANCIAL GROUP, INC. located in Victoria, Texas.
Tammy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Tammy has worked at 5 firms and has passed the Series 66, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tammy Carol Kimbrough's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 13, 2010 - Present
SATHER FINANCIAL GROUP, INC.
Office #1: 120 E. Constitution St, Victoria, TX 77901June 1, 2009 - June 30, 2009
MORGAN STANLEY
June 1, 2009 - June 30, 2009
MORGAN STANLEY
May 16, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
May 14, 2003 - April 2, 2007
MORGAN STANLEY DW INC.
August 20, 1996 - April 28, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 23, 1996 - April 28, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
SATHER FINANCIAL GROUP, INC.
CRD#: 109344 / SEC#: 801-57925
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/13/2010)
Exams
Current Firm
SATHER FINANCIAL GROUP, INC.
CRD#: 109344 / SEC#: 801-57925
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,400 |
| AUM (Assets Under Management) | $ 1,948,912,777 |
Red Flags
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