Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberley? Claim Your ProfileKimberley Evermon is an Investment Advisor Representative at Northwest Asset Management, a firm headquartered in Mercer Island, Washington. Kimberley has been working in the financial services industry since 2007. Kimberley's current firm specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to a variety of client types, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Kimberley has a Series 65 license and has been registered with the state of Washington since June 2022.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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.
1
2
WA
06/10/2022 - Present
Northwest Asset Management (Carnation WA)
IA
Issued 06/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Kimberley Evermon is the right advisor for you? Invested Better is here to help.
