Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Jean Brumbaugh is a registered investment advisor representative with Cetera Investment Advisers LLC and Advisornet Wealth Partners. Kimberly is a highly experienced financial professional with a proven track record of success in the industry. Kimberly has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kimberly is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Kimberly is a member of the Chester County Chamber of Business & Industry, and serves on the board of directors of several other organizations. Kimberly is also a volunteer with a number of charitable organizations.
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.
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
NC
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENSBORO NC)
PA
03/28/2013 - 07/27/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (EXTON PA)
PA
04/29/2003 - 04/02/2013
METLIFE SECURITIES INC. (EXTON PA)
PA
04/29/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GLENMOORE PA)
NY
08/25/1998 - 04/12/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/25/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 3/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 8/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Brumbaugh is the right advisor for you? Invested Better is here to help.
