Kimberly Nordi (CRD# 2145303) is an Investment Advisor Representative working at Sowell Management in Gig Harbor, WA and has over 28 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Trutoro, LLC | Conway, AR | Sep 2017 - Current | 6 |
Lighthouse Wealth Strategies | Gig Harbor, WA | Sep 2017 - Current | 6 |
Sowell Financial Services, LLC | North Little Rock, AR | Sep 2016 - Current | 7 |
Dinosaur Securities , LLC | New York, NY | Sep 2014 - Sep 2017 | 3 |
Concert Wealth Management, Inc. | San Jose, CA | Jul 2014 - Jan 2017 | 2 |
Purshe Kaplan Sterling Investments | Albany, NY | Apr 2012 - Jul 2014 | 2 |
Northwest Asset Management | Mercer Island, WA | Mar 2011 - Jul 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1995 |
S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- WA
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Total Assets Under Management3,329MILLIONS
-
Total Number of Accounts13,257ACCOUNTS
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Average Account Value$251,143
- 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
- Selection of other advisers (including private fund managers)
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