Kimberly Crespi, financial advisor Providence RI

Kimberly Crespi

CRD 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 35 years of experience in the finance industry. Kimberly Crespi 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.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Providence, RI Apr 2016 - Current 7
Charles Schwab Bank, Ssb Providence, RI Apr 2016 - Current 7
Cco Investment Services Corp Warwick, RI Apr 2013 - Apr 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Kimberly A. Crespi
Phone Number: 415-667-7000
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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

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