Kimberly MamarilCRD Number: 6825108
Current Firm: Cic Wealth, LLC
Kimberly Mamaril (CRD# 6825108) is an Investment Advisor Representative working at Cic Wealth, LLC in Rockville, MD and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Prudential Financial Planning Services
|Cic Wealth, LLC||Rockville, MD||Jul 2019 - Current||1|
|T. Rowe Price||Owings Mills, MD||Jun 2017 - Jun 2019||2|
|T. Rowe Price, Contracted Through The Boss Group||Owings Mills, MD||Dec 2016 - Jun 2017||< 1|
|Efficient Wealth Management||The Woodlands, TX||Jan 2015 - Dec 2016||1|
|Lindamood-bell Learning Processes||Houston, TX||Jun 2014 - Dec 2014||< 1|
|Lindamood-bell Learning Processes||Baltimore, MD||Jun 2013 - Jun 2014||1|
|Towson University||Towson, MD||Aug 2010 - May 2014||3|
|Towson University||Towson, MD||Aug 2012 - Aug 2013||1|
|Sakura Japanese Steakhouse||Hunt Valley, MD||Jan 2011 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2017|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management460MILLIONS
Total Number of Accounts1,513ACCOUNTS
Average Account Value$304,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, DC, DE, FL, GA, IL, LA, MD, NC, NE, NJ, NY, OH, PA, SC, TX, VA, WV
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