Kimberly Louree Leggett
Investment adviser representative at Excalibur Management Corp
41 yearsExperience
2 statesRegistered in
PFSDesignation
$712.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
41 years in the industry.
- Excalibur Management CorpApr 2020 to now
- Leggett & Leggett, PcJan 1985 to now
- Sierra Financial Management CorporationNov 2010 to Apr 2020
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Excalibur Management Corp
$712.1MAssets managed
307Clients
7Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5340071
- Firm CRD
- 110836