Kimberly CrespiCRD Number: 1835950
Current Firm: Charles Schwab & Company, Inc.
Kimberly Crespi (CRD# 1835950) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Providence, RI and has over 29 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Charles Schwab Bank||Providence, RI||Apr 2016 - Current||1|
|Charles Schwab & Company, Inc.||Providence, RI||Apr 2016 - Current||1|
|Cco Investment Services Corp||Warwick, RI||Apr 2013 - Apr 2016||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Taunton, MA||May 2006 - Apr 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
|S65||NASAA Investment Advisors Law Examination||Jun 2006|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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