KP
KP
Kimberly Pruitt
17 Years of Experience
Haslet, TX
1 DisclosureBroker
Kimberly Pruitt is a registered investment advisor at Raymond James & Associates, INC., based in Haslet, TX, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Haslet, TX
Get directionsHistory
Regulatory History (1)
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Criminal
March 2000Final Disposition
Other Business Activities
Kimberly owns KD Luxe Ventures, LLC and hires a manager to handle daily operations. She dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2023 - Present · 2 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2023 - Present · 2 yrs 10 mos
Raymond James & Associates, INC.
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Kestra Investment Services, LLCBroker
September 2015 - March 2017 · 1 yr 6 mos
NFP Retirement INC.
July 2015 - July 2022 · 7 yrs
NFP Advisor Services, LLC
June 2014 - September 2015 · 1 yr 3 mos
NFP Advisor Services, LLCBroker
June 2014 - September 2015 · 1 yr 3 mos
Financial Telesis, INC.
July 2011 - June 2014 · 2 yrs 11 mos
Financial Telesis INCBroker
July 2011 - June 2014 · 2 yrs 11 mos
Lincoln Financial Securities CorporationBroker
October 2009 - July 2011 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
January 2008 - February 2009 · 1 yr 1 mo
Fidelity Investments Institutional Services Company, INC.Broker
September 2007 - January 2008 · 4 mos
State Registrations11 states
ALCAFLGAILLANCNYOKTXWA
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.