Kimberly Carpenter
Kimberly Carpenter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gig Harbor, WA, with 6 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
7282 Stinson Avenue N.W., Suite A, Gig Harbor, WA, 98335
Get directionsHistory
Regulatory History (1)
Financial
July 2018Other Business Activities
Kimberly works as an associate/employee at Bush Polen & Associates, Inc., handling office management, paperwork, trading, and client support, taking about half of Kimberly's time. She also works part-time as a bartender/cook at Halftime Sports Saloon, dedicating about 10-20% of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations4 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.
Exams
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