Kimberly SterlingCRD Number: 3135601
Current Firm: Resource Consulting Group
Kimberly Sterling (CRD# 3135601) is an Investment Advisor Representative working at Resource Consulting Group in Orlando, FL and has over 19 years of experience in the finance industry. Kimberly Sterling 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Resource Consulting Group||Orlando, FL||Apr 2015 - Current||2|
|Resource Consulting Group||Orlando, FL||Jan 2007 - Apr 2015||8|
|Resource Consulting Group||Orlando, FL||Nov 1999 - Dec 2006||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management1,302MILLIONS
Total Number of Accounts1,823ACCOUNTS
Average Account Value$714,433
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, FL, GA, NC, NY, TX, VA