Kimberly KingCRD Number: 5331802
Current Firm: Raymond James Financial Services Advisors, Inc.
Kimberly King (CRD# 5331802) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winter Park, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Raymond James Financial Services Advisors Inc.||Winter Park, FL||Dec 2013 - Current||3|
|Raymond James Financial Services||Winterpark, FL||Nov 2013 - Current||3|
|Winter Park Wealth Group||Winter Park, FL||Nov 2013 - Current||3|
|Morgan Stanley Smith Barney||Winter Park, FL||Jun 2009 - Nov 2013||4|
|Citigroup Global Markets Inc.||Winter Park, FL||Jul 2000 - Nov 2013||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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