Kimberly Volk (CRD# 5946969) is an Investment Advisor Representative working at Maine Advisory Associates in Portland, ME and has over 10 years of experience in the finance industry.
CRD# 4761331
Edward Jones
CRD# 5737205
Rockworth Investment Services LLC
CRD# 1775408
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Volk Financial Llc Dba Maine Advisory Associates | Falmouth, ME | Mar 2020 - Current | 4 |
| Maine Advisory Associates, Inc. | Portland, ME | Jan 2020 - Jan 2021 | 1 |
| Volk Management Systems | Portland, ME | Jan 2006 - Jan 2021 | 15 |
| Aurora Financial Group, LLC | Portland, ME | Mar 2011 - Jan 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- ME
- NH
-
Total Assets Under Management84MILLIONS
-
Total Number of Accounts463ACCOUNTS
-
Average Account Value$181,850
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
ME, NH
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