Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Colby is a registered investment advisor representative with LifePro Asset Management, LLC. Kim has been in the financial industry since 2006. Kim specializes in providing financial planning services to individuals and businesses. Kim is registered with the state of California and is active in the Investment Adviser Representative (IAR) category. Kim is also a licensed insurance agent and has worked with Future Focus Financial, LLC since 2006.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
11/26/2019 - Present
Lifepro Asset Management (San Jose CA)
Active
Inactive
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