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Kimberly Marie Davis

Clarendon Insurance Agency, Inc.

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About Kimberly Marie Davis

Kimberly Marie Davis is a financial professional with experience in the investment industry. Kimberly is registered with Clarendon Insurance Agency, Inc., a firm that is registered with FINRA and has a branch office in Waltham, MA. Kimberly holds the Series 6TO and SIE licenses.

Firm Information

Kimberly Davis is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kimberly Davis’s Registration & Firm History

MA

10/16/2020 - Present

Clarendon Insurance Agency, Inc. (WALTHAM MA)

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Licenses & Designations

BC

Issued 10/16/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Marie Davis.
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