Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Martin is a financial advisor with over 20 years of experience in the financial industry. Kimberly is currently registered with Davenport & Co. LLC and is licensed to provide investment advice in Virginia. Kimberly has previously held positions with Raymond James & Associates, Inc., Wells Fargo Advisors, LLC, UBS Financial Services Inc., and Northwestern Mutual Investment Services, LLC. Kimberly has a strong background in financial planning, portfolio management, and investment advisory services. Kimberly is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
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VA
06/06/2016 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
04/07/2016 - 07/01/2016
RAYMOND JAMES & ASSOCIATES, INC. (RICHMOND VA)
VA
01/26/2009 - 04/05/2016
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
VA
04/09/2008 - 12/31/2008
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
VA
03/15/2007 - 02/25/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
VA
11/27/2000 - 03/05/2007
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
BC
Issued 12/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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