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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Jo Pearson is an investment advisor representative associated with Fisher Investments. Kimberly has over 28 years of experience in the financial services industry. Kimberly specializes in providing portfolio management services for individuals, businesses, investment companies and pooled investment vehicles. Kimberly has also worked for Charles Schwab & Co., Inc. and Smith Barney Inc. in the past. Kimberly is registered with the state of Texas to provide investment advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/16/2022 - Present
Fisher Investments (PLANO TX)
TX
06/19/1996 - 09/15/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
05/02/1996 - 05/10/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
06/02/1994 - 01/22/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 07/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/12/1995
Series 3 - National Commodity Futures Examination
BC
Issued 06/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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