Kimber Deloia
Kimber Deloia is a registered investment advisor at LPL Financial LLC, based in Golden, CO, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
14143 Denver West Pkwy Ste 450, Golden, CO, 80401
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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
Kimber is involved in several business activities, including DeLoia Wealth Management, Western Wealth Management, and real estate rentals. Kimber also receives non-variable insurance trails from John Hancock and works with Advisor Insurance Solutions and Wealth Strategies, dedicating minimal time to these insurance-related activities.
Employment History
Current Registrations
LPL Financial LLC
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
Independent Financial Partners
LPL Financial LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
State Registrations12 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.