MK
MK

Mary Kimbrough

24 Years of Experience
Centerville, GA
1 DisclosureBroker

Mary Kimbrough is a registered investment advisor at LPL Financial LLC, based in Centerville, GA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

Centerville, GA

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2010
Denied
Other Business Activities

Mary works as a presenter/educator for Life Investment Tools Inc. This investment-related activity takes a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
February 2019 - Present · 7 yrs 3 mos
LPL Financial LLCBroker
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Independent Financial Partners
November 2011 - January 2019 · 7 yrs 2 mos
Edward Jones
August 2009 - November 2011 · 2 yrs 3 mos
Edward JonesBroker
January 2002 - November 2011 · 9 yrs 10 mos
State Registrations22 states
ALARAZCAFLGAHIINMDMONCNJNVNYOHORPASCTXVAWAWI
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.
Mary Kimbrough - Financial Advisor | TrueAdvisor