Orman L. Kimbrough
Professional summary
Orman Lanier Kimbrough V, who also goes by Orman Lance Kimbrough, Lance Kimbrough, is a registered financial advisor currently at IVY CREEK CAPITAL LLC located in Charlottesville, Virginia.
Orman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Orman has worked at 2 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Orman Lanier Kimbrough V's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 31, 2022 - Present
IVY CREEK CAPITAL LLC
August 2, 2000 - December 13, 2005
CAROLINA CAPITAL MARKETS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/3/2022)
(10/31/2022)
Exams
Current Firm
IVY CREEK CAPITAL LLC
CRD#: 323245 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 6,614,311 |
Red Flags
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