Kim Rule Joins Securities America Advisors and Branch Development Partners
Securities America and Securities America Advisors welcome Kimberly “Kim” Rule of Garland, Texas. Kim joins through Super OSJ Branch Development Partners of Leesburg, Virginia.
Kim oversees total client assets of more than $35 million. She specializes in financial coaching for small business owners; estate settlement investment strategies; high net worth legacy planning; retirement planning, including help with Social Security, supplemental Medicare and long-term care insurance; group pension and profit sharing plans; and advice on how clients can avoid outliving their retirement savings.
Securities America is excited to partner with Kim in helping grow her business and provide the best possible service to her clients!