KM
KM

Kimberly Mankin

24 Years of Experience
Murfreesboro, TN
Broker

Kimberly Mankin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Murfreesboro, TN, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

214 W. College Street, Floor 1, Murfreesboro, TN, 37130

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Kimberly works as advisor/support staff for Pinnacle Asset Management and as a bank associate for Pinnacle Bank, dedicating full-time hours to the latter. She also assists friends and family with real estate purchases, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
UBS Financial Services INC.Broker
October 2022 - June 2024 · 1 yr 8 mos
UBS Financial Services INC.
October 2022 - June 2024 · 1 yr 8 mos
UBS Financial Services INC.Broker
January 2019 - January 2022 · 3 yrs
UBS Financial Services INC.
January 2019 - January 2022 · 3 yrs
J.J.B. Hilliard, W.L. Lyons, LLC
September 2018 - January 2019 · 4 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
September 2018 - January 2019 · 4 mos
UBS Financial Services INC.Broker
December 2014 - August 2018 · 3 yrs 8 mos
UBS Financial Services INC.
December 2014 - August 2018 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2014 - November 2014 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2014 - November 2014 · 7 mos
UBS Financial Services INC.Broker
April 2013 - April 2014 · 1 yr
UBS Financial Services INC.
April 2013 - April 2014 · 1 yr
Raymond James Financial Services Advisors, INC
January 2011 - February 2013 · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
January 2011 - February 2013 · 2 yrs 1 mo
J.J.B Hilliard, W.L. Lyons, LLCBroker
February 2009 - December 2010 · 1 yr 10 mos
J.J.B. Hilliard, W.L. Lyons, LLC
February 2009 - December 2010 · 1 yr 10 mos
Raymond James Financial Services
March 2006 - November 2008 · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
March 2006 - November 2008 · 2 yrs 8 mos
Linsco/private Ledger CORP.
March 2004 - March 2006 · 2 yrs
Linsco/private Ledger CORP.Broker
November 2000 - March 2006 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2000 - November 2000 · 9 mos
State Registrations1 state
TN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.