Kimberly Anderson
CFP®Professional Summary
Kimberly Anderson, CFP®, who also goes by Kimberly Keller, was a registered financial advisor. Kimberly was a previously registered financial professional and started their career in finance 2003 - 2021. Kimberly had worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kimberly Anderson, Kimberly Keller
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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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Credentials
Years of Experience
29 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
ANNAPOLIS FINANCIAL SERVCIES, LLC | BAY POINT WEALTH MANAGEMENT | BAY POINT WEALTH | ANNAPOLIS FINANCIAL SERVICES, LLC
Contact Information
Main Address
582 Bellerive Road 4d, Annapolis, MD 21409Phone Number
(410) 626-8198# of Employees
8Regulatory Assets Under Management
Total Number of Accounts
688AUM (Assets Under Management)
$399,220,444Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/18/2023 | Cover Page | Report |
| 01/03/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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