Kimberly Surber (CRD# 2918106) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 26 years of experience in the finance industry. Kimberly Surber 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.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Financial, Inc. | Tampa, FL | Aug 2019 - Current | 4 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Aug 2019 - Current | 4 |
| Kimberly Surber Divorce Planning | Temecula, CA | Sep 2017 - Feb 2022 | 4 |
| Intelligence Driven Advisers, LLC | Murrieta, CA | Dec 2018 - Aug 2019 | < 1 |
| Labrum Wealth Management | Murrieta, CA | Sep 2017 - Mar 2019 | 1 |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | Oct 2003 - Sep 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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