Kimberly Martin, financial advisor Newark DE

Kimberly Martin

CRD Number: 7128420
Current Firm: Cetera Investment Advisers LLC

Kimberly Martin (CRD# 7128420) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newark, DE and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC Newark, DE Aug 2023 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Aug 2023 - Current < 1
Diamond State Financial Group Newark, DE Sep 2019 - Current 4
Securian Financial Services Inc. St Paul, MN Sep 2019 - Aug 2023 3
Minnesota Life Insurance Co St Paul, MN Sep 2019 - Aug 2023 3
The Greene Turtle Newark, DE Nov 2012 - Mar 2020 7
Securian Financial Services Inc. St Paul, MN Jun 2019 - Aug 2019 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kimberly A. Martin
Phone Number: 310-257-7880
Registered State(s):
  • DE
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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