Kimberly SwopeCRD 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.
Thrivent Investment Management Inc.
Wells Fargo Clearing Services, LLC
Foresight Financial Planning LLC
|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|
Total Assets Under Management339MILLIONS
Total Number of Accounts1,861ACCOUNTS
Average Account Value$182,092
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
DE, FL, MD, NC, OH, PA, SC, TX
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