Kimberly Damiani
Kimberly Damiani is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Ramon, CA, with 14 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
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.
Exams
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