Kimberley Aldrich, financial advisor Asheboro NC

Kimberley Aldrich

CRD Number: 6078780
Current Firm: Raymond James Financial Services Advisors, Inc.

Kimberley Aldrich (CRD# 6078780) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Asheboro, NC and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, In. Asheboro, NC Sep 2022 - Current 1
Advisors Financial Center Asheboro, NC Sep 2022 - Current 1
Raymond James Financial Services Advisors, Inc. Asheboro, NC Sep 2022 - Current 1
Wells Fargo Clearing Services, LLC High Point, NC Jul 2018 - Sep 2022 4
Pnc Investments Asheboro, NC Mar 2015 - Jul 2018 3
Edward Jones St Louis, MO Jun 2012 - Mar 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Kimberley A. Aldrich
Phone Number: 727-567-3020
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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