Kimberly Ann Turner

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 10/2017
  Lawing Financial, Inc
  Dallas, TX
• 09/2016 → 04/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2010 → 09/2016
  Neiman Marcus
  Dallas, TX
• 08/2017 → 09/2018
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 04/2018 → 10/2018
  Private Client Services
  Louisville, KY
• 09/2018 → 03/2019
  Tiffany & Co.
  Dallas, TX
• 03/2019 → Present
  Morgan Stanley
  Dallas, TX

Previous Registrations

• 2017-08-10 → 2018-09-24
  Prime Capital Financial
  Dallas, TX
  Overland Park, KS
• 2017-03-01 → 2017-10-13
  Lawing Financial Inc
  Dallas, TX
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2017-02-18

Other Names

• Kim Aguilar
• Kimberly A Turner
• Kim Turner
• Kimberly Ann Aguilar