Kimberly Philbin (CRD# 5240850) is an Investment Advisor Representative working at Vision 360 Capital Partners, LLC in Naples, FL and has over 8 years of experience in the finance industry.
CRD# 6587916
Alpha Mode Capital LLC
CRD# 2271656
Ubs Financial Services Inc.
CRD# 1135890
First Heartland Consultants, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vision 360 Capital Partners, LLC | Naples, FL | Aug 2017 - Current | 6 |
| Breiter Capital Management, Inc. | Bradenton, FL | Jul 2017 - Sep 2017 | < 1 |
| Platinum Wealth Partners, Inc. | Tampa, FL | May 2016 - Jul 2017 | 1 |
| Capitalrock Investments, LLC | Naples, FL | May 2015 - Jun 2016 | 1 |
| Unemployed | Naples, FL | Jul 2014 - Apr 2015 | < 1 |
| Finemark National Bank & Trust | Fort Myers, FL | Dec 2007 - Jul 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- FL
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Total Assets Under Management23MILLIONS
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Total Number of Accounts61ACCOUNTS
-
Average Account Value$378,763
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL
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