Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Ann Allred is an investment advisor representative with Familywealth, a firm based in Lake Mary, Florida. Kimberly has been working in the financial industry since 2000 and has held positions at several firms, including Sanford C. Bernstein & Co., LLC, LINSCO/PRIVATE LEDGER CORP., and MORGAN STANLEY DW INC. Kimberly specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Kimberly holds a Series 65 and a Series 63 license, and she is registered as an Investment Advisor Representative in California.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice to use models of related investment adviser
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
CA
01/01/2025 - Present
Familywealth (Palo Alto CA)
CA
04/05/2006 - 12/03/2010
SANFORD C. BERNSTEIN & CO., LLC (SAN DIEGO CA)
CA
11/07/2003 - 03/10/2006
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
NY
12/09/2002 - 09/03/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/08/2002 - 11/12/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CT
03/01/2002 - 04/04/2002
ABN AMRO INCORPORATED (STAMFORD CT)
NY
04/30/2001 - 03/01/2002
ABN AMRO SECURITIES LLC (NEW YORK NY)
CT
12/19/2000 - 04/30/2001
ABN AMRO INCORPORATED (STAMFORD CT)
IA
Issued 06/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kimberly Allred is the right advisor for you? Invested Better is here to help.
