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Terri Cason Kimball

Investment Adviser Representative at RIVERPLACE CAPITAL MANAGEMENT INC

Jacksonville, FLCRD #1564375Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Terri Cason Kimball has worked in the securities industry since 2003.

Registrations & licenses

Registration type
Dual-registered
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/27/1989
Series 7
General Securities Representative Examination
Passed 1/16/2001

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2,000,0001.25%
Above $2,000,0001.00%
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Riverplace Capital Management Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RIVERPLACE CAPITAL MANAGEMENT INCCurrent
8/8/2003Jacksonville, FL

Official records & sources

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

Other advisors at RIVERPLACE CAPITAL MANAGEMENT INC

4 other advisors in the directory

View RIVERPLACE CAPITAL MANAGEMENT INC firm profile
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. Terri Cason Kimball 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.

Terri Cason Kimball - Financial Advisor in Jacksonville, FL | AdvisorFinder