Kimberly RoperCRD Number: 6998624
Current Firm: Cambridge Investment Research Advisors, Inc.
Kimberly Roper (CRD# 6998624) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clearwater, FL and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jun 2019 - Current||3|
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2018 - Current||4|
|Homemaker||Oldsmar, FL||Mar 2018 - Current||4|
|Pewter Report Inc.||Tampa, FL||Jun 2006 - Mar 2018||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
- Educational seminars/workshops
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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