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Kimberly Riddle

11 Years of Experience
Livingston, TX
BrokerSells Insurance

Kimberly Riddle is a registered investment advisor at Cetera Investment Advisers LLC, based in Livingston, TX, with 11 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2123 Us Hwy 190W, Livingston, TX, 77351

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kimberly is a dual employee at First National Bank of Livingston, performing administrative work, and a licensed assistant to registered representatives at TBL Insurance Agency, Inc. doing full service insurance and investment support. She also provides notary services, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
November 2020 - March 2024 · 3 yrs 4 mos
State Registrations1 state
TX
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.
Kimberly Riddle - Financial Advisor | TrueAdvisor