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Inactive

Kimberly Ragan Beiter

The Fiduciary Group

Savannah, GA

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Current Employers
The Fiduciary Group

310 Commercial Drive, Savannah, GA 31406-3682 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-02-14
  • GA RA
    APPROVED
    Since 2022-02-14

Branch Locations

310 Commercial Drive, Savannah, GA 31406-3682 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advirors, Llc Savannah GA 06/2011 11/2016
Wells Fargo Clearing Services, Llc Savannah GA 11/2016 09/2021
The Fiduciary Group, Llc Savannah GA 09/2021 Present
  • 06/2011 → 11/2016
    Wells Fargo Advirors, Llc
    Savannah, GA
  • 11/2016 → 09/2021
    Wells Fargo Clearing Services, Llc
    Savannah, GA
  • 09/2021 → Present
    The Fiduciary Group, Llc
    Savannah, GA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-10-22
  • S63 Uniform Securities Agent State Law Examination
    2012-10-22
Other Names
  • Kimberly Shay Ragan

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · SAVANNAH, GA
VALIC FINANCIAL ADVISORS, INC. · SAVANNAH, GA
COMMONWEALTH FINANCIAL NETWORK · Savannah, GA
PFS INVESTMENTS INC. · SAVANNAH, GA
CHARLES SCHWAB & CO., INC. · Savannah, GA
RL WRIGHT & ASSOCIATES, LLC · SAVANNAH, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Savannah, GA
BULL STREET ADVISORS · SAVANNAH, GA

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