Kimberly Zwick, financial advisor Grass Valley CA

Kimberly Zwick

CRD Number: 4249161
Current Firm: Commonwealth Financial Network

Kimberly Zwick (CRD# 4249161) is an Investment Advisor Representative working at Commonwealth Financial Network in Grass Valley, CA and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Full Circle Financial Grass Valley, CA Jan 2005 - Current 16
Commonwealth Financial Network Waltham, MA Nov 2001 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Contact Info for Kimberly T. Zwick
Phone Number: 781-736-0700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    111,440
    MILLIONS
  • Total Number of Accounts
    436,517
    ACCOUNTS
  • Average Account Value
    $255,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • 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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