Kim Durham, financial advisor Princeton NJ
93 score

Kim Durham

CRD Number: 5416894
Current Firm: Advice And Planning Services

Kim Durham (CRD# 5416894) is an Investment Advisor Representative working at Advice And Planning Services in Princeton, NJ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Princeton, NJ Jun 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Princeton, NJ Jun 2014 - Current 2
Unemployed Piscataway, NJ Dec 2013 - Jun 2014 < 1
Invest Financial Corporation Basking Ridge, NJ Jan 2013 - Dec 2013 < 1
Affinity Investment Services, LLC Basking Ridge, NJ Dec 2002 - Jan 2013 10
Affinity Federal Credit Union Basking Ridge, NJ Dec 2002 - Sep 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Kim T. Durham
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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