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Kimberly Ann Atchley

Investment Adviser Representative at GUIDESTONE ADVISORS

DALLAS, TXCRD #6335942Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
1 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/25/2017
Series 65
Uniform Investment Adviser Law Examination
Passed 8/4/2014
Series 24
General Securities Principal Examination
Passed 8/3/2018
Series 53
Municipal Securities Principal Examination
Passed 5/4/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 52
Municipal Securities Representative Examination
Passed 4/5/2018
Series 7
General Securities Representative Examination
Passed 7/22/2017

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Source

GUIDESTONE ADVISORS Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GUIDESTONE FINANCIAL SERVICESCurrent
2/1/2019DALLAS, TX
WELLS NELSON & ASSOCIATES, L.L.C.
7/22/20171/31/2019Dallas, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kimberly Ann Atchley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Kimberly Ann Atchley - Financial Advisor in DALLAS, TX | AdvisorFinder