Kimberly Butterfield, financial advisor Fall River MA

Kimberly Butterfield

CRD Number: 4190157
Current Firm: Cetera Investment Advisers LLC

Kimberly Butterfield (CRD# 4190157) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fall River, MA and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Mar 2024 - Current < 1
Cetera Advisors LLC Denver, CO Oct 2016 - Current 7
Faxon Animal Rescue League Fall River, MA Sep 2002 - Current 21
J. Marshall Associates Inc. Fall River, MA Feb 2000 - Current 24
Investors Capital Corporarion Lynnfield, MA Mar 2004 - Oct 2016 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S65 NASAA Investment Advisors Law Examination Oct 2006
Contact Info for Kimberly A. Butterfield
Phone Number: 888-528-2987
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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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