Kimberley Mondonedo, financial advisor Augusta ME
96 score

Kimberley Mondonedo

CRD Number: 5609480
Current Firm: Raymond James Financial Services Advisors, Inc.

Kimberley Mondonedo (CRD# 5609480) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Augusta, ME and has over 7 years of experience in the finance industry. Kimberley Mondonedo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mendall Financial Group, LLC Augusta, ME Jan 2014 - Current 2
Raymond James Financial Services Advisors Augusta, ME Jan 2009 - Current 7
Raymond James Financial Services Augusta, ME Nov 2008 - Current 8
U.s. Army Fort Hood, TX Jul 2008 - Sep 2008 < 1
Usarj/ I Corps Camp Zama, Jul 2005 - Jul 2008 3
13th Corps Spt Command Fort Hood, TX Jul 1999 - Jul 2008 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Kimberley J. Mondonedo
Phone Number: 727-567-5877
Registered State(s):
  • ME
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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