Kimberly Cozart is a CFP, PFS-designated registered investment advisor, based in Creedmoor, NC, with 23 years of industry experience.
Location
102 N Main Street, Creedmoor, NC, 27522
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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 owns rental properties and is a shareholder in a real estate brokerage firm. She also works for Cozart & Edwards, PA providing accounting services/tax preparation, and sells equity indexed annuities through Avantax Insurance Agency, LLC, dedicating about half her time to the accounting work.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations8 states
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