Kimberly Burdette-Hord (CRD# 6001144) is an Investment Advisor Representative working at Opinicus in Tampa, FL and has over 11 years of experience in the finance industry. Kimberly Burdette-Hord 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.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Opinicus Tax & Accounting, LLC | Tampa, FL | Jul 2021 - Current | 2 |
| Opinicus Financial Group, Inc. | Tampa, FL | Apr 2021 - Current | 3 |
| Opinicus Capital Inc Dba Opinicus | Tampa, FL | Apr 2021 - Current | 3 |
| Opinicus Financial Group, Inc. | Tampa, FL | Jan 2014 - Jul 2021 | 7 |
| Opinicus Capital Inc Dba Opinicus | Tampa, FL | Jun 2020 - Apr 2021 | < 1 |
| Opinicus Wealth Management | Bradenton, FL | Nov 2011 - Dec 2018 | 7 |
| Lpl Financial LLC | Tampa, FL | Nov 2011 - Nov 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- FL
-
Total Assets Under Management217MILLIONS
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Total Number of Accounts604ACCOUNTS
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Average Account Value$358,665
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
FL, LA, TX
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