Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Clark is a registered investment advisor representative with Cook Wealth, LLC in Raleigh, North Carolina. Kimberly has over 10 years of experience in the financial services industry. Kimberly holds the Personal Financial Specialist designation. In addition to her work with Cook Wealth, LLC, Kimberly is also a board member of Triangle Family Services. Kimberly specializes in providing financial planning and investment advice to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
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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NC
07/31/2023 - Present
Cook Wealth, LLC (RALEIGH NC)
Active
Inactive
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