Kimberly Cortez (CRD# 7804125) is an Investment Advisor Representative working at First Command Advisory Services in Lemoore, CA and has 1 year of experience in the finance industry.
CRD# 1374125
Principal Securities, Inc.
CRD# 2660356
Lpl Financial LLC
CRD# 4696012
Integrated Wealth Concepts LLC
Company Name | Location | Dates | Years |
---|---|---|---|
First Command Brokerage Services, Inc. | Fort Worth, TX | Apr 2024 - Current | < 1 |
First Command Advisory Services , Inc. | Fort Worth, TX | Apr 2024 - Current | < 1 |
First Command Insurance Services , Inc. | Fort Worth, TX | Apr 2024 - Current | < 1 |
First Command Brokerage Services, Inc. | Fort Worth, TX | Apr 2024 - Apr 2024 | < 1 |
Kimberly Lopez Cortez | Visalia, CA | Feb 2022 - Mar 2024 | 2 |
Kimberly Lopez Cortez | Visalia, CA | Dec 2021 - Aug 2023 | 1 |
Kimberly Lopez Cortez | Visalia, CA | Jun 2023 - Jun 2023 | < 1 |
Kimberly Lopez Cortez | Visalia, CA | Dec 2022 - Jun 2023 | < 1 |
Kimberly Lopez Cortez | Visalia, CA | Jun 2021 - Dec 2021 | < 1 |
University Of California, Davis | Davis, CA | Sep 2016 - Jun 2021 | 4 |
Walmart Neighborhood Market | Visalia, CA | Jul 2020 - Sep 2020 | < 1 |
Mcdonald's | Visalia, CA | Jul 2015 - Sep 2016 | 1 |
Mt. Whitney High School | Visalia, CA | Aug 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- CA
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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