Kimberley Proffitt is a registered investment advisor, based in Tulsa, OK, with 18 years of industry experience.
Location
1616 S Main St, Tulsa, OK, 74119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberley volunteers on the advisory board of Loaves and Fishes, a food pantry and retail thrift store. She also works as a financial professional for Guide Wealth Partners, spending about a quarter of her time on this investment-related activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Bok Financial Securities, INC.Broker
Bok Financial Advisors
Securian Financial Services, INC.Broker
Bok Financial Advisors
Bosc, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Geneos Wealth Management, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.