Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kathryn Durbin is a financial advisor with over 11 years of experience in the financial services industry. Kimberly is registered with LPL Financial LLC and has a Series 7 and Series 66 license. Kimberly has previously worked with Edward Jones, Wells Fargo Clearing Services LLC and Kestra Investment Services, LLC. Kimberly is licensed to provide investment advice in Alabama, Arizona, California, Colorado, Hawaii, Idaho, Indiana, Minnesota, Mississippi, Montana, Nevada, Oklahoma, Oregon, Texas, and Washington.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ID
11/06/2023 - Present
LPL Financial LLC (COEUR D'ALENE ID)
ID
10/18/2018 - 11/08/2023
KESTRA INVESTMENT SERVICES, LLC (Coeur d' Alene ID)
ID
10/11/2017 - 10/19/2018
WELLS FARGO CLEARING SERVICES, LLC (COEUR D'ALENE ID)
ID
09/24/2015 - 07/05/2017
WELLS FARGO CLEARING SERVICES, LLC (COEUR D'ALENE ID)
ID
03/19/2012 - 09/25/2015
EDWARD JONES (POST FALLS ID)
BOTH
Issued 04/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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