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. 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
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.