Kimberlee Clark
Kimberlee Clark is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Naples, FL, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Naples, FL
Get directionsHistory
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 Activities
Kimberlee is affiliated with Naples Wealth Strategies Group as a support company advisor, dedicating minimal time. She also works as a server at Firestone Grills with the Kearns Group, spending about a quarter to half of her time there.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Assetmark, INC.
Assetmark Brokerage, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Deutsche Bank Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
National Planning CorporationBroker
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.