Kimberly FossCRD Number: 1188425
Current Firm: Empyrion Wealth Management, Inc.
Kimberly Foss (CRD# 1188425) is an Investment Advisor Representative working at Empyrion Wealth Management, Inc. in Roseville, CA and has over 32 years of experience in the finance industry. Kimberly Foss 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.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|E&a Investment Advisory||Roseville, CA||Dec 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1984|
Total Assets Under Management135MILLIONS
Total Number of Accounts445ACCOUNTS
Average Account Value$303,787
- 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
- Publication of periodicals or newsletters