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Kimberly Y Lacour

Kimberly Y. Lacour

Some features on this profile are disabled
CRD#: 2138167
Kimberly Y Lacour

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 Y Lacour, CFP®, who also goes by Kim Y Lacour, Kimberly Yvonne Lacour, Kimberly Yvonne Threatt, was a registered financial professional .

Kimberly is a previously registered financial professional and started their career in finance in 1991. Kimberly had worked at 12 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Biography

My approach as a financial adviser begins with a simple discussion with my clients. I strive to first understand their unique background, their desires and current financial situation. I see my primary role as a financial "coach", someone who will help clients stay on track as they progress towards meeting multiple goals. This process takes time. The best relationships between myself and my clients achieve trust, openness and the willingness to be flexible as life unfolds and changes.

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
No

Aliases

Kim Y Lacour | Kimberly Yvonne Lacour | Kimberly Yvonne Threatt

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.
The advisor shows no other business activity.

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®
CFP®

Certified Financial Planner

Start date: 1998

Education

College for Financial Planning

Certificate in Financial Planning - Financial Planning

1998

Georgia State University

Master of Business Administration (MBA) - Finance

1994

Loyola Marymount University

Bachelor of Science (BS) - Electrical Engineering

1987

Experience

Past

March 31, 2025 - February 19, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
ESCONDIDO, CA
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SAN DIEGO, CA
Past

October 6, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SAN DIEGO, CA
Past

March 10, 2014 - February 19, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SAN DIEGO, CA
Past

May 21, 2013 - December 31, 2013

EMPRESS ADVISORS LLC

RIA
CRD#: 167157
ATLANTA, GA
Past

April 28, 2004 - December 31, 2008

KIMBERLY Y. LACOUR EA,CFP

RIA
CRD#: 130983
ATLANTA, GA
Past

July 30, 2003 - April 19, 2004

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
ATLANTA, GA
Past

June 9, 2003 - April 14, 2004

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

August 24, 2000 - December 18, 2001

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

July 14, 1999 - July 25, 2000

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
COHOES, NY
Past

March 29, 1993 - April 21, 1994

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

January 9, 1992 - February 16, 1993

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

April 19, 1991 - January 9, 1992

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 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.

Exams

State Security Law Exam
RR
Series 63
Date: 4/17/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/22/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/10/2014
General Securities Representative Examination

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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.

Company Information

STRATEGIC ADVISERS LLC

Vice President, Wealth PlannerCRD#: 104555

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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