KW
KW
Kimberly Weston
31 Years of Experience
Lansdale, PA
Broker
Kimberly Weston is a registered investment advisor at Cetera Investment Advisers LLC, based in Lansdale, PA, with 31 years of industry experience. Kimberly 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
33 Jenkins Ave, Lansdale, PA, 19446
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
September 2020 - June 2021 · 9 mos
Voya Financial Advisors, INC.Broker
May 2020 - June 2021 · 1 yr 1 mo
Key Investment Services LLCBroker
November 2016 - May 2020 · 3 yrs 6 mos
LPL Financial LLCBroker
June 2014 - January 2017 · 2 yrs 7 mos
Metlife Securities INC.Broker
December 2008 - May 2014 · 5 yrs 5 mos
Raymond James Financial Services, INC.Broker
October 1994 - May 2008 · 13 yrs 7 mos
First Albany CorporationBroker
August 1993 - July 1994 · 11 mos
State Registrations15 states
AZCACTGAIAMAMDMONENHOHPATXVTWV
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.