Kimberly Wines, financial advisor Winchester VA
93 score

Kimberly Wines

CRD Number: 1093884
Current Firm: Invest Financial Corporation

Kimberly Wines (CRD# 1093884) is an Investment Advisor Representative working at Invest Financial Corporation in Winchester, VA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corp. Winchester, VA Nov 2014 - Current 2
Thrivent Winchester, VA Sep 2014 - Oct 2014 < 1
Wells Fargo Advisors LLC Winchester, VA Feb 2011 - Jul 2014 3
Axiom Staffing Winchester, VA Oct 2010 - Feb 2011 < 1
Unemployed Front Royal, VA Apr 2010 - Oct 2010 < 1
Linsco/private Ledger Corp. Front Royal, VA Mar 1998 - Apr 2010 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination Feb 2000
Contact Info for Kimberly K. Wines
Phone Number: (813) 880-5300
Registered State(s):
  • GA
  • MD
  • MT
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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