Kimberly Damiani is a CFP-designated registered investment advisor, based in San Ramon, CA, with 13 years of industry experience.
Location
2633 Camino Ramon, Suite 200, San Ramon, CA, 94583
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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 works as a financial advisor and independent contractor for Summit Financial Group. She also sells fixed life insurance as an agent for Summit Financial Group and is a board member and finance/investment committee member for Three Valleys Community Foundation.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Triad Advisors LLCBroker
Continuum Advisory, LLC
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations18 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.