Kimberly Evans, financial advisor Yakima WA

Kimberly Evans

CRD Number: 3019613
Current Firm: Moore Wealth Management LLC

Kimberly Evans (CRD# 3019613) is an Investment Advisor Representative working at Moore Wealth Management LLC in Yakima, WA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Moore Wealth Management, LLC Seattle, WA Apr 2007 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Jul 2018
Contact Info for Kimberly D. Evans
Phone Number: 206-604-7532
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    65
    MILLIONS
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $191,176
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WA

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