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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caryn? Claim Your ProfileCaryn Kimble is a financial advisor with over 30 years of experience in the industry. Caryn Kimble is currently registered with LPL Financial LLC. Caryn Kimble has also been registered with KMS Financial Services, Inc., RBC Capital Markets, LLC and Dain Rauscher Incorporated. Caryn Kimble holds multiple licenses including Series 63, Series 66, Series 7, Series 8, Series 9, Series 10, and SIE. Caryn Kimble is active in the financial industry and is licensed to provide investment advisory services in a number of states including Oregon, Washington, California, Arizona, Nevada, Georgia, Pennsylvania, Colorado, Connecticut, and New Jersey.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
08/03/2016 - Present
LPL Financial LLC (EUGENE OR)
IL
02/26/2016 - 07/12/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
OR
01/29/2013 - 12/31/2014
KMS FINANCIAL SERVICES, INC. (EUGENE OR)
OR
03/02/1998 - 08/23/2012
RBC CAPITAL MARKETS, LLC (EUGENE OR)
NA
08/21/1989 - 03/02/1998
DAIN RAUSCHER INCORPORATED
BOTH
Issued 03/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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