Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Kay McClure is a financial advisor registered with Cetera Investment Advisers LLC and has been in the financial services industry since November 9, 2000. Kimberly has a Series 6, 7, 63 and 65 license, along with the SIE exam. Kimberly's primary office is in Tyler, Texas, at 6643 Oak Hill Blvd. Kimberly is a Certified Financial Planner. Kimberly is also the owner of WJ Adams & Associates dba Adams Financial Group, which provides financial services. Kimberly also works as a Fixed Insurance Agent for Martin Fixed Insurance and is a Notary Public. Kimberly has held previous positions with Securian Financial Services, Inc., Minnesota Life Insurance Co., and Martin Financial Group. Kimberly's practice focuses on providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and 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.
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2
TX
08/10/2023 - Present
Cetera Investment Advisers LLC (TYLER TX)
TX
11/10/2000 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (TYLER TX)
IA
Issued 12/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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