Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberlee? Claim Your ProfileKimberlee Blaxton is a financial advisor at LPL Financial LLC. Kimberlee has been in the industry since 2016 and is licensed in Alabama and Texas. Kimberlee specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Kimberlee is also a registered representative with LPL Financial LLC, which is a broker-dealer registered with the Securities and Exchange Commission (SEC). LPL Financial LLC offers a wide range of financial products and services to individuals and businesses.
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.
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2
AL
12/12/2024 - Present
LPL Financial LLC (HUNTSVILLE AL)
BOTH
Issued 03/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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