Beverly Kimball
Beverly Kimball is a registered investment advisor at LPL Financial LLC, based in Bellingham, WA, with 5 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
909 Squalicum Way, Ste 110, Bellingham, WA, 98225
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
Beverly operates several DBAs for her LPL business, including Consilium Financial, Wildbrook Wealth Management, Kimball Financial Group, Wildbrook Financial, and Beverly Kimball Financial. She also sells non-variable insurance products through BuddyIns, Securian, and Sammons, dedicating minimal time to this activity, and works as a notary, also dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Moloney Securities CO., INC.Broker
State Registrations7 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.