KT
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Kimberly Tinsley

20 Years of Experience
Williamsburg, VA
Broker

Kimberly Tinsley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Williamsburg, VA, with 20 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

5216 Monticello Avenue, Williamsburg, VA, 23188

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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 is associated with Towne Wealth Management, but has no responsibilities and dedicates minimal time. She also works for TowneBank as a Registered Sales Assistant, dedicating about half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2014 - Present · 11 yrs 8 mos
Raymond James Financial Services, INC.Broker
June 2007 - Present · 19 yrs 1 mo
Previous Registrations
Financial Network Investment CorporationBroker
January 2006 - June 2007 · 1 yr 5 mos
State Registrations2 states
NCVA
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.
Kimberly Tinsley - Financial Advisor | TrueAdvisor