George Kimball has been President, Principal, Chief Compliance Officer of Needham R B Advisory since October 2018, is a control person of the firm and directly owns 75% or more of it. George Kimball holds a BA from Hamilton College and an MBA in Finance from Duke University.
Needham R B Advisory Corp is a North Andover, MA firm with $102M under management, 145 clients and 2 advisers in one office, as of its August 2026 filing.
George J. Kimball is President of Needham Advisory Corp., based in North Andover, MA. He has worked with individuals, families, trusts and endowments on investment management and financial planning for over 30 years, and also serves as a trustee. He began his investment career in New York in 1983 and joined Bank of Boston in 1987. He formed Kimball Capital Management LLC in 2016 and merged it with Needham Advisory Corp. in 2018.
George Kimball’s longest registration is the current one, 8 years at Needham R B Advisory since 2018. Before joining Needham R B Advisory in 2018, George Kimball was registered through Kimball Capital Management LLC and Harbor Point Capital Management, LLC.
- Needham Advisory CorporationCurrent– present · 8 yearsNorth Andover, MA · Adviser representative · Firm CRD 105378
- Kimball Capital Management LLC– · 2 yearsLexington, MA · Adviser representative · Firm CRD 282795
- Harbor Point Capital Management, LLC– · under a yearWoburn, MA · Adviser representative · Firm CRD 153753
- Capital Security Advisors LLC– · under a yearBoston, MA · Adviser representative · Firm CRD 170059
- First Republic Investment Management, Inc.– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 108559
- Columbia Management Advisors, Inc.– · 1 yearBoston, MA · Adviser representative · Firm CRD 105842
Professional designations
Listed by Needham R B Advisory
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
George Kimball is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from September 2018; the most recent is Massachusetts, in October 2018.
- MassachusettsSince 2 October 2018
- New HampshireSince 26 September 2018
- TexasResidentSince 26 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 7 September 2006 |
| Series 52 | Municipal Securities Representative Examination | 28 June 1988 |
| Series 7 | General Securities Representative Examination | 21 May 1983 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Municipal Securities Representative Examination
- Name
- General Securities Representative Examination
- Full name
- George Jones Kimball
- CRD
- 1108380
- Firm
- Needham R B Advisory · CRD 105378
- Role
- President, Principal, Chief Compliance Officer
- Office
- 861 TURNPIKE STREET, UNIT 226, North Andover, MA 01845
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- needhamadvisory.com
Where does George Kimball work?
George Kimball has been President, Principal, Chief Compliance Officer of Needham R B Advisory Corp since October 2018, and is a control person of the firm.
Is George Kimball a financial advisor?
Yes. George Kimball has a current investment-adviser registration in Massachusetts, New Hampshire and Texas, through Needham R B Advisory since September 2018.
How many years of experience does George Kimball have?
George Kimball has 13 years in the financial industry, since January 2013, across 6 adviser firms.
What exams has George Kimball passed?
George Kimball has passed 3 licensing exams: the Series 7, Series 52 and Series 63. The earliest, the Series 7, was passed in May 1983.
Where did George Kimball work before Needham R B Advisory?
Before Needham R B Advisory, George Kimball was registered through Harbor Point Capital Management, LLC, June 2015 to January 2016; Capital Security Advisors LLC, March 2014 to August 2014; First Republic Investment Management, Inc., September 2012 to April 2013; Columbia Management Advisors, Inc., September 2003 to February 2005.
Where is George Kimball based?
George Kimball’s registered office is in North Andover, MA.
Is George Kimball registered with FINRA?
No. George Kimball has no current broker registration.
Is George Kimball a CFA charterholder?
Needham R B Advisory lists George Kimball with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: George J. Kimball, CFA biography, needhamadvisory.com
How can I verify George Kimball’s record?
Search CRD 1108380 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Kimball’s full registration record.