Kimberly Tucker-Knotts (CRD# 3174055) is an Investment Advisor Representative working at Kim Knotts, Ria in Folsom, CA and has over 25 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kim Knotts Ria, LLC | Folsom, CA | Dec 2017 - Current | 6 |
| Sierra Foothills Real Estate Services, Inc. | Folsom, CA | May 2012 - Current | 11 |
| Sierra Foothils Tax Services, Inc. | Folsom, CA | May 2007 - Current | 16 |
| Scf Securities, Inc. | Fresno, CA | Aug 2016 - Dec 2017 | 1 |
| Scf Investment Advisors, Inc. | Fresno, CA | Aug 2016 - Dec 2017 | 1 |
| Securities America Advisors | Loomis, CA | Aug 2015 - Jul 2016 | < 1 |
| Securities America Inc. | Loomis, CA | Aug 2015 - Jul 2016 | < 1 |
| Questar Capital Corporation | Minneapolis, MN | May 2013 - Aug 2015 | 2 |
| Questar Asset Management | Minneapolis, MN | May 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2002 |
- CA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$210,166
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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