KP
KP

Kimberly Prowse

8 Years of Experience
Corpus Christi, TX
Broker

Kimberly Prowse is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Corpus Christi, TX, with 8 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2051 Rodd Field Rd, Suite 200, Corpus Christi, TX, 78412

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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 Activities

Kimberly works as an associate/employee for Laguna Wealth Services, providing administrative support. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2017 - Present · 8 yrs 9 mos
Raymond James Financial Services, INC.Broker
May 2017 - Present · 9 yrs
State Registrations9 states
CACOFLNMOKORTXWAWV
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.