Kimberly Gagne
Kimberly Gagne is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Northville, MI, with 11 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
224 S. Main Street, Northville, MI, 48167
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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.
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Kimberly works as an independent contractor for New World Financial, providing licensed assistant, client service, and paraplanner support. This takes about half of Kimberly's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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