Kimberly Perreira, financial advisor Lake Oswego OR
86 score

Kimberly Perreira

CRD Number: 2983912
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kimberly Perreira (CRD# 2983912) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Oswego, OR and has over 18 years of experience in the finance industry. Kimberly Perreira has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bank Of America, N.a. Lake Oswego, OR Mar 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Oswego, OR Feb 2015 - Current 1
Wells Fargo Advisors Portland, OR Dec 2012 - Feb 2015 2
Charles Schwab & Company, Inc. Portland, OR Jun 2010 - Dec 2012 2
Charles Schwab Bank Portland, OR Jun 2010 - Dec 2012 2
Kimberly Perreira, LLC Hillsboro, OR Jun 2009 - Jun 2010 1
Cawaring Financial Planning Bellevue, WA Jan 2009 - Jun 2010 1
House Wife Hillsboro, OR Mar 2004 - Jan 2009 4
Outsource Your Planning, LLC Hillsoboro, OR Mar 2007 - Sep 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2010
S66 NASAA Uniform Combined State Law Examination Sep 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kimberly F. Perreira
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
86

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