Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly R. Taylor is an Investment Advisor Representative with The Wealth Consulting Group in Albuquerque, NM. Kimberly R. Taylor has been in the industry since 2021 and has a Series 66 and Series 7TO license. Kimberly R. Taylor provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Kimberly R. Taylor also has a background in education and is a teacher at the University of New Mexico and Rice University.
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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NM
01/21/2025 - Present
THE Wealth Consulting Group (Albuquerque NM)
BOTH
Issued 06/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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