Kimberly Swope, financial advisor New Cumberland PA

Kimberly Swope

CRD Number: 5083615
Current Firm: Zimmermann Investment Management & Planning LLC

Kimberly Swope (CRD# 5083615) is an Investment Advisor Representative working at Zimmermann Investment Management & Planning LLC in New Cumberland, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Albany, NY Jan 2020 - Current 2
Zimmermann Investment Management & Planning Dillsburg, PA Jul 2018 - Current 4
Professional Tax Advisors, Inc. Camp Hill, PA Jan 2009 - Current 13
Professional Financial Advisors, Inc. Camp Hill, PA Jun 2005 - Jan 2020 14
Pfa Security Asset Management Inc. Camp Hill, PA Jun 2005 - Jan 2020 14
Pfa Professional Group Camp Hill, PA Jun 2005 - Jun 2019 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Kimberly I. Swope
Phone Number: 717-403-6030
Firm Website: https://www.zimllc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    339
    MILLIONS
  • Total Number of Accounts
    1,861
    ACCOUNTS
  • Average Account Value
    $182,092
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

DE, FL, MD, NC, OH, PA, SC, TX

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