Kimberly Payne, financial advisor Port Saint Lucie FL
78 score

Kimberly Payne

CRD Number: 6280328
Current Firm: Pnc Investments

Kimberly Payne (CRD# 6280328) is an Investment Advisor Representative working at Pnc Investments in Port Saint Lucie, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Dec 2013 - Current 4
Pnc Bank Pittsburgh, PA Dec 2013 - Current 4
Pnc Investments Port Saint Lucie, FL Oct 2007 - Dec 2013 6
Mtjd Enterprises Port Saint Lucie, FL Jun 2001 - Aug 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kimberly G. Payne
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    14,009
    MILLIONS
  • Total Number of Accounts
    91,053
    ACCOUNTS
  • Average Account Value
    $153,857
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
78

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