Kimberly Trimmer
Kimberly Trimmer is a registered investment advisor at LPL Financial LLC, based in Norwalk, CT, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
250 Westport Ave, Norwalk, CT, 06851
Get directionsHistory
Regulatory History (1)
Financial
February 2018Other Business Activities
Kimberly operates her LPL business under the DBA Affinity Investment Services. She also works as a bookkeeper for Comprehensive Medical, dedicating minimal time, and is a notary, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Essex National Securities, LLCBroker
LPL Financial CorporationBroker
Ifmg Securities, INC.Broker
PNC InvestmentsBroker
Ifmg Securities, INC.Broker
State Registrations3 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.