Kimberly DrakeCRD Number: 1328476
Current Firm: Huber Financial
Kimberly Drake (CRD# 1328476) is an Investment Advisor Representative working at Huber Financial in Lincolnshire, IL and has 1 year of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Huber Financial Advisors, LLC||Lincolnshire, IL||Jun 2013 - Current||3|
|Huber Financial Group, Ltd.||Lincolnshire, IL||Oct 2011 - Jul 2013||1|
|Aldine Advisors||Wilmette, IL||Jan 2008 - Oct 2011||3|
|Vibrato||Wilmette, IL||Jan 2007 - Jan 2008||1|
|Home||Wilmette, IL||May 1992 - Jan 2007||14|
Total Assets Under Management965MILLIONS
Total Number of Accounts4,888ACCOUNTS
Average Account Value$197,326
- A percentage of assets under your management
- 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
AZ, CA, FL, IL, IN, MI, MN, MO, NC, NH, NY, OH, SC, TX, WI
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