Kim Bourne is a registered investment advisor, based in Brooklyn, NY, with 29 years of industry experience.
Location
Brooklyn, NY
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kim is an independent insurance agent since 2005 and spends about 10-20% of her time finding suitable insurance products for clients. She also dedicates a full-time effort to tax preparation services and is involved in various financial literacy speaking engagements and board positions.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations13 states
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