Kimberly Brumbaugh
Kimberly Brumbaugh is a registered investment advisor at Cetera Investment Advisers LLC, based in Greensboro, NC, with 27 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
Firm Size
IM Fee
Assets Under Management
Location
101 S Elm St, Suite 56, Greensboro, NC, 27401
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Regulatory History (2)
Customer Dispute
June 2006Customer Dispute
August 2005Other Business ActivitiesSells Insurance
Kimberly sells fixed insurance with various companies, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. She is also the Founder & CEO of Brumbaugh Wealth Management, LLC, and an Investment Advisor Representative at Advisornet Financial Inc, spending about a quarter of her time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Advisornet Wealth Partners
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
AXA Advisors, LLC
Progress Financial Advisors
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations24 states
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.