Kimberly Mcclure is a CFP-designated registered investment advisor, based in Tyler, TX, with 25 years of industry experience.
Location
6643 Oak Hill Blvd, Tyler, TX, 75703
Get directionsHistory
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
Kimberly is an agent/broker for Martin Fixed Insurance, dedicating minimal time to fixed insurance sales. She also owns WJ Adams & Associates DBA Adams Financial Group, a financial services business, spending full-time hours on expense management and DBA activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations7 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.