Kimberly Myers
Kimberly Myers is a registered investment advisor at Cetera Investment Advisers LLC, based in Maricopa, AZ, with 9 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
44301 W. Maricopa CG Hwy #5B, Maricopa, AZ, 85138
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Regulatory History (1)
Criminal
August 2000Other Business ActivitiesSells Insurance
Kimberly sells fixed insurance products through various companies, dedicating a few hours per week. She is also a co-owner of Copper Sun Financial, spending a few hours per week on marketing, networking, and customer service, and is a financial advisor at Westbrook Financial Services, dedicating about a quarter of her time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Lincoln Investment
Legend Advisory, LLC
Lincoln InvestmentBroker
Lincoln InvestmentBroker
Legend Advisory, LLC
Legend Equities CorporationBroker
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
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.