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Kimberly B Dulaurence

Facet

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About Kimberly B Dulaurence

Kimberly Dulaurence is a financial advisor with Facet Wealth, a financial advisory firm based in Baltimore, Maryland. Kimberly has been in the financial industry for over 18 years. Kimberly is a Certified Financial Planner™ professional and holds Series 6, 7, and 66 securities licenses. Kimberly has a deep understanding of financial planning and investment management. Kimberly has experience working with individuals and families to achieve their financial goals. Kimberly specializes in financial planning and portfolio management.

Firm Information

Kimberly Dulaurence is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Kimberly Dulaurence’s Registration & Firm History

MD

03/01/2021 - Present

Facet (BALTIMORE MD)

MA

05/31/2018 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BRAINTREE MA)

MA

04/16/2009 - 05/17/2018

CITIZENS SECURITIES, INC. (NO QUINCY MA)

MA

02/07/2006 - 04/14/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (QUINCY MA)

MA

10/20/2004 - 11/12/2004

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

12/12/2002 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/03/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kimberly B Dulaurence. Review regulatory record here.
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