Kimberly Briggs
Kimberly Briggs is a registered investment advisor at Raymond James & Associates, INC., based in Clearwater, FL, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2536 Countryside Blvd 6th Floor, Suite 601, Clearwater, FL, 33763
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Regulatory History
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.
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Kimberly is a director at YMCA of the Suncoast, a non-profit organization, since 2007. She is involved in various committees and dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Smith Barney INC.Broker
State Registrations1 state
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