The Financial Well, Inc.
The Financial Well, Inc. (CRD# 112218) is a financial advisory firm headquartered in Tampa, FL. They manage $24,271,000 in 147 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts147ACCOUNTS
Average Account Value$165,109
- 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
- Selection of other advisers (including private fund managers)
Kimberly D. Overman (CRD# 1360183) is the CEO and an Investment Advisor Representative working at The Financial Well, Inc. in Tampa, FL and has over 29 years of experience in the financial services industry. Kimberly Overman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Kimberly Overman is a member in good standing of the Financial Planning Association.
Rexford Henderson (CRD# 4291047) is an Investment Advisor Representative working at The Financial Well, Inc. in Tampa, FL and has over 6 years of experience in the finance industry.