Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly McCarthy is an investment advisor representative with Washington Trust Advisors. Kimberly McCarthy has been in the industry since 1999. Kimberly McCarthy's current registrations include Connecticut, Massachusetts, and Rhode Island. Kimberly McCarthy has passed the Uniform Investment Adviser Law Examination. Kimberly McCarthy has worked for Partridge, Snow & Hahn, LLP and Washington Trust Company. Kimberly McCarthy's firm, Washington Trust Advisors, is headquartered in Wellesley, MA.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Asset allocation and monitoring 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.
A percentage of the total value of assets under management is charged.
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RI
06/26/2023 - Present
Washington Trust Advisors (Providence RI)
IA
Issued 06/24/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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