Kimberly Clenney
Kimberly Clenney is a registered investment advisor at LPL Financial LLC, based in Montgomery, AL, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1761 Taliaferro Trail, Montgomery, AL, 36117
Get directionsHistory
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 operates under Garnet Bridge Advisors as a DBA for her LPL business, dedicating full-time hours. She is also a business owner at Clenney and Palmer Attorneys at Law LLC (about 10-20% of her time), involved in tax preparation/accounting/CPA work through Kim Clenney & Company Inc. (nearly full-time), manages real estate rentals through Clenpal LLC (minimal time), and works as a sales rep for non-variable insurance (minimal time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Newedge Advisors
LPL Financial LLCBroker
Avantax Investment Services, INC.Broker
State Registrations3 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.