Kimberly AdamsCRD Number: 6275391
Current Firm: Capital One Advisors, LLC
Kimberly Adams (CRD# 6275391) is an Investment Advisor Representative working at Capital One Advisors, LLC in Wilmington, DE and has over 3 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Capital One Sharebuilder, Inc.||Wilmington, DE||Nov 2013 - Current||4|
|Capital One||Wilmington, DE||Dec 2006 - Nov 2013||6|
|Wilmington University||New Castle, DE||Aug 2004 - Dec 2012||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management8MILLIONS
Total Number of Accounts204ACCOUNTS
Average Account Value$39,720
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV