Kimberly Y. Myers-turner

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CRD#: 1671403

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kimberly Yvette Myers-turner, who also goes by Kimberly Dobson, Kimberly Yvette Myers, Kimberly Yvette Turner, Kimberly Turner, was a registered financial professional .

Kimberly is a previously registered financial professional and started their career in finance in 2005. Kimberly had worked at 17 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 3, Series 7, Series 30, Series 53, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kimberly Dobson | Kimberly Yvette Myers | Kimberly Yvette Turner | Kimberly Turner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Lyft; Investment related - No; 185 Berry Street, San Francisco CA 94107; Rideshare; DRIVE RIDE SHARE FOR LYFT.; Started 2/2/2023; Approximately 60 hours per month; During security trading hours: 0; DRIVE RIDE SHARE FOR LYFT

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 19, 2023 - June 26, 2025

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

CHARLOTTE, NC

Past

September 19, 2023 - June 26, 2025

DFA SECURITIES LLC

CRD#: 10292

CHARLOTTE, NC

Past

August 15, 2022 - July 17, 2023

IP FINANCIAL ADVISORY SERVICES LLC

RIA

CRD#: 305772

CHARLOTTE, NC

Past

August 8, 2022 - July 17, 2023

INNOVATION PARTNERS LLC

CRD#: 146344

Charlotte, NC

Past

May 5, 2022 - June 30, 2022

ETFMG FINANCIAL LLC

CRD#: 284172

SUMMIT, NJ

Past

July 15, 2019 - April 21, 2022

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

FALLS CHURCH, VA

Past

July 12, 2019 - April 21, 2022

EQUITABLE ADVISORS, LLC

CRD#: 6627

FALLS CHURCH, VA

Past

June 1, 2018 - June 13, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

CHARLOTTE, NC

Past

December 7, 2017 - February 23, 2018

BARINGS SECURITIES LLC

CRD#: 36929

CHARLOTTE, NC

Past

June 28, 2017 - January 4, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

June 23, 2017 - January 4, 2018

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

December 20, 2016 - June 26, 2017

BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300

CHARLOTTE, NC

Past

June 7, 2016 - July 25, 2016

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

CHARLOTTE, NC

Past

June 30, 2015 - March 6, 2017

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 107622

CHARLOTTE, NC

Past

April 29, 2015 - June 30, 2016

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

CHARLOTTE, NC

Past

November 4, 2014 - January 23, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

CONCORD, NC

Past

November 4, 2014 - January 23, 2015

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

January 10, 2012 - October 9, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CHARLOTTE, NC

Past

January 3, 2012 - October 9, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CHARLOTTE, NC

Past

October 23, 2009 - September 8, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHARLOTTE, NC

Past

October 23, 2009 - September 8, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHARLOTTE, NC

Past

September 10, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

CHARLOTTE, NC

Past

September 10, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

CHARLOTTE, NC

Past

December 6, 2006 - June 7, 2007

BARCLAYS CAPITAL INC.

CRD#: 19714

NEW YORK, NY

Past

November 22, 2005 - December 15, 2006

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DIMENSIONAL FUND ADVISORS LP

DIMENSIONAL FUND ADVISORS INC | DIMENSIONAL FUND ADVISORS LP | DIMENSIONAL FUND ADVISORS INC.

CRD#: 106482 / SEC#: 801-16283

RIA

Registered Investment Advisory firm - (8/26/1981 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/8/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/8/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 6/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 9/29/2014

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 2/7/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 6/3/2022

NFA Branch Manager Examination

Principal/Supervisory Exam

Series 53

Date: 5/15/2020

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/12/2015

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 3/3/2014

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/22/2013

General Securities Sales Supervisor - Options Module Examination

Current Firm

DIMENSIONAL FUND ADVISORS LP

DIMENSIONAL FUND ADVISORS INC | DIMENSIONAL FUND ADVISORS LP | DIMENSIONAL FUND ADVISORS INC.

CRD#: 106482 / SEC#: 801-16283

RIA

Registered Investment Advisory firm - (8/26/1981 Approved)

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Contact information

Main Address

6300 Bee Cave Road Building One, Austin, TX 78746

Mailing Address

Phone number

(512) 306-7400

Established

Firm type

Fiscal year end

# of Employees

1,135

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DIMENSIONAL FUND ADVISORS LP FORM ADV PART 2A - ANNUAL AMENDMENT DATED MARCH 31, 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,611
AUM (Assets Under Management)	$ 835,713,261,770

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kimberly Y. Myers-turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

DFA SECURITIES LLC

IP FINANCIAL ADVISORY SERVICES LLC

INNOVATION PARTNERS LLC

ETFMG FINANCIAL LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MML INVESTORS SERVICES, LLC

BARINGS SECURITIES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

BRIGHTHOUSE SECURITIES, LLC

MSI FINANCIAL SERVICES, INC.

METLIFE INVESTORS DISTRIBUTION COMPANY

MSI FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BARCLAYS CAPITAL INC.

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

DIMENSIONAL FUND ADVISORS LP

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2006

Series 63

Date: 4/8/2006

Series 52TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 6/13/2018

Series 3

Date: 9/29/2014

Series 7

Date: 2/7/2005

Series 30

Date: 6/3/2022

Series 53

Date: 5/15/2020

Series 24

Date: 11/12/2015

Series 10

Date: 3/3/2014

Series 9

Date: 5/22/2013

Current Firm

DIMENSIONAL FUND ADVISORS LP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIMENSIONAL FUND ADVISORS LP

TRUST BUT VERIFY

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