Kimberly Oliver is a registered investment advisor at Wealth Advisors of Tampa Bay, based in Tampa, FL, with 25 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 225 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Advisors of Tampa Bay offers investment management through wrap fee accounts and LPL Financial advisory programs. The fees for LPL Financial advisory programs vary up to a maximum of 3.00% annually, paid quarterly in advance and are negotiable. The specific fee will be disclosed in the program materials. The firm shares the account fee with LPL Financial.
Location
777 South Harbour Island Boulevard, Suite 370, Tampa, FL, 33602
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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 operates Wealth Advisors of Tampa Bay as a DBA for her LPL business and provides administrative support to Wealth Advisors of Tampa Bay, LLC, an independent investment advisor firm, dedicating nearly full-time hours to these investment-related activities. She also participates in a family BBQ and catering business, spending minimal time on it.
Employment History
Current Registrations
Wealth Advisors of Tampa Bay
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
William R. Hough & CO., INC
William R. Hough & CO.Broker
Raymond James Financial Services, INC.Broker
State Registrations3 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.