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Kim Love

42 Years of Experience
Boca Raton, FL
2 DisclosuresBroker

Kim Love is a registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 42 years of industry experience. Kim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

7601 N Federal Hwy Ste B215, Boca Raton, FL, 33487

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2017
Closed-No Action
Customer Dispute
December 2001
Denied
Other Business Activities

Kim is the president of Love Estate&Financial Svcs, spending minimal time on commission processing and paying bills. Kim also owns Pure Profit's LLC for personal real estate purchases and works as a real estate agent for Cummings & Cohen Real Estate Inc., dedicating a few hours per week to purchasing real estate for personal use and family.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLCBroker
August 2019 - Present · 6 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
Summit Financial Group INC
April 2005 - May 2021 · 16 yrs 1 mo
Summit Brokerage Services, INC.Broker
April 2005 - September 2019 · 14 yrs 5 mos
Wachovia Securities Financial Network, LLC
June 1999 - May 2005 · 5 yrs 11 mos
Wachovia Securities Financial Network, LLCBroker
June 1999 - May 2005 · 5 yrs 11 mos
Jwgenesis Securities, INC.Broker
January 1994 - January 2001 · 7 yrs
Jw Charles Securities, INC.Broker
November 1987 - January 1994 · 6 yrs 2 mos
E. F. Hutton & Company INCBroker
November 1984 - November 1987 · 3 yrs
Painewebber IncorporatedBroker
February 1984 - October 1984 · 8 mos
State Registrations37 states
ALAZCACOCTDCFLGAILINKYMAMDMEMIMNMSMTNCNDNHNJNVNYOHOKORPARISCSDTXVAVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.