Kimberly Forness (CRD# 4055782) is an Investment Advisor Representative working at Forness Financial LLC in Needham, MA and has over 24 years of experience in the finance industry. Kimberly Forness 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# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forness Financial, LLC | Needham, MA | Jun 2017 - Current | 6 |
| Homemaker | Stoughton, MA | Jan 2013 - May 2017 | 4 |
| American Express Financial Advisors Inc. | Quincy, MA | Jun 2004 - Nov 2014 | 10 |
| Ids Life Insurance Company | Quincy, MA | Jun 2004 - Nov 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
- MA
-
Total Assets Under Management158MILLIONS
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Total Number of Accounts673ACCOUNTS
-
Average Account Value$234,404
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, NH, TX
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