Unclaimed
Kimber Barton is a financial advisor with over 25 years of experience in the financial services industry. Kimber is registered with Commonwealth Financial Network and is also a Certified Financial Planner. Kimber has a broad range of experience in providing financial advice to individuals, businesses, and non-profits. Kimber is committed to helping clients achieve their financial goals and provides a variety of services including financial planning, portfolio management, and retirement planning. Prior to joining Commonwealth Financial Network, Kimber was a financial advisor with MML Investors Services, Inc. and New England Securities. Kimber is dedicated to providing her clients with personalized financial advice that meets their unique needs.
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.
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.
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2
TN
10/19/2007 - Present
Commonwealth Financial Network (BRENTWOOD TN)
TN
11/16/2004 - 11/08/2007
MML INVESTORS SERVICES, INC. (BRENTWOOD TN)
NY
08/13/2002 - 11/09/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
08/16/1995 - 08/12/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 05/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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