Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Myers-turner is a financial advisor with Dimensional Fund Advisors LP, providing investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Kimberly has a long history of experience in the financial industry, having worked with various firms including Equitable Advisors, LLC, LPL Financial LLC, MetLife Securities Inc., and Brighthouse Securities, LLC.
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.
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.
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.
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2
TX
09/19/2023 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
NC
08/08/2022 - 07/17/2023
INNOVATION PARTNERS LLC (Charlotte NC)
NJ
05/05/2022 - 06/30/2022
ETFMG FINANCIAL LLC (SUMMIT NJ)
VA
07/12/2019 - 04/21/2022
EQUITABLE ADVISORS, LLC (FALLS CHURCH VA)
NC
06/01/2018 - 06/13/2018
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
12/07/2017 - 02/23/2018
BARINGS SECURITIES LLC (CHARLOTTE NC)
SC
06/23/2017 - 01/04/2018
LPL FINANCIAL LLC (FORT MILL SC)
NC
12/20/2016 - 06/26/2017
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NC
06/30/2015 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
04/29/2015 - 06/30/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
SC
11/04/2014 - 01/23/2015
LPL FINANCIAL LLC (FORT MILL SC)
NC
01/03/2012 - 10/09/2014
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
10/23/2009 - 09/08/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
09/10/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
12/06/2006 - 06/07/2007
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
11/22/2005 - 12/15/2006
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 07/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2022
Series 30 - NFA Branch Manager Examination
BC
Issued 05/15/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/12/2015
Series 24 - General Securities Principal Examination
BC
Issued 03/03/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2014
Series 3 - National Commodity Futures Examination
BC
Issued 02/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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