Kimberly R. Beiter
Professional summary
Kimberly Ragan Beiter, who also goes by Kimberly Shay Ragan, is a registered financial advisor currently at THE FIDUCIARY GROUP located in Savannah, Georgia.
Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kimberly has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kimberly Ragan Beiter's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 14, 2022 - Present
THE FIDUCIARY GROUP
Office #1: 310 Commercial Drive, Savannah, GA 31406-3682April 17, 2013 - September 9, 2021
WELLS FARGO CLEARING SERVICES, LLC
July 31, 2012 - September 9, 2021
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
THE FIDUCIARY GROUP
CRD#: 221530 / SEC#: 801-96251
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/14/2022)
Exams
Current Firm
THE FIDUCIARY GROUP
CRD#: 221530 / SEC#: 801-96251
Contact information
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,604 |
| AUM (Assets Under Management) | $ 1,728,035,318 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | ||
| 01/10/2025 | ||
| 12/11/2023 | ||
| 04/04/2023 |
Red Flags
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