Kimberly Lineberry
Kimberly Lineberry is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 25 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
975 S Federal Hwy, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Other Business Activities
Kimberly is a co-trustee for a family trust and co-owner of a home in Belize. She also has a 34% ownership stake in The 4 Olives LLC, which holds a house in St. Thomas, Virgin Islands.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations17 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.
Exams
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