Kimberly ElliottCRD Number: 4540273
Current Firm: Independent Financial Partners
Kimberly Elliott (CRD# 4540273) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 11 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Lpl Financial LLC||Tampa, FL||Jul 2015 - Current||2|
|Independent Financial Partners||Tampa, FL||Jun 2015 - Current||2|
|Baugh Dalton||Chicago, IL||Jan 2014 - Jun 2015||1|
|Calton & Associates, Inc.||Tampa, IL||Sep 2013 - Jun 2015||1|
|Roberts Elliott||Caseyville, IL||Oct 2011 - Jan 2014||2|
|Everbank||St. Louis, MO||Aug 2010 - Oct 2011||1|
|Evertrade Direct Brokerage, Inc.||St Louis, MO||Aug 2010 - Oct 2011||1|
|Everbank Wealth Management, Inc.||St Louis, MO||Aug 2010 - Oct 2011||1|
|Edward Jones||Saint Louis, MO||May 2006 - Aug 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management5,298MILLIONS
Total Number of Accounts30,260ACCOUNTS
Average Account Value$175,078
- 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)
- 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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