Kimberly SaundersCRD Number: 3025612
Current Firm: Lpl Financial LLC
Kimberly Saunders (CRD# 3025612) is an Investment Advisor Representative working at Lpl Financial LLC in Sumter, SC and has over 23 years of experience in the finance industry.
Lpl Financial LLC
Synovus Securities, Inc.
|Lpl Financial LLC||Sumter, SC||Jul 2021 - Current||1|
|Bank Of Clarendon Lpl Financial||Sumter, SC||Jul 2021 - Current||1|
|Pop Of Colorbykim||Sumter, SC||May 2019 - Current||3|
|First Citizens Investor Services, Inc.||Kingstree, SC||Jan 2016 - Jun 2021||5|
|First Citizens Asset Management||Columbia, SC||May 2014 - Jun 2021||7|
|First Citizens Securities Corp||Sumter, SC||May 2014 - Jan 2016||1|
|First Citizens Bank And Trust Of South Carolina||Sumter, SC||Dec 2012 - May 2014||1|
|Safe Federal Credit Union||Sumter, SC||Apr 2012 - Dec 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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