Kimberly Pittman is a CFP-designated registered investment advisor, based in Raleigh, NC, with 12 years of industry experience.
Location
801 Hillsborough St., Raleigh, NC, 27603
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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 for State Employees' Credit Union and Members Trust Company, providing financial and trust services. She is also an agent for SECU Life Insurance Company and owns rental property, dedicating minimal time to these activities.
Employment History
Current Registrations
Secu Brokerage Services
Credit Union Investment Services
Secu Brokerage ServicesBroker
State Registrations1 state
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