KW
Kimberly C. Weaver
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
EAST POINT, GA
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CRD#: 4626548
KW
Professional summary
Kimberly C Weaver, CFP®, who also goes by Kimberly Avila, Kim Weaver, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in East Point, Georgia and CAMBRIDGE INVESTMENT RESEARCH, INC. located in East Point, Georgia.
Kimberly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Kimberly has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kimberly Avila | Kim Weaver
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.
1) FINRA, 1735 K STREET NW, WASHINGTON, DC, 12/2019, ARBITRATOR, NIR, 3 HR/MO, 0 HR/MO TRADING. 2) THE FINANCIAL RENOVATOR AND ASSOCIATES LLC, 2900 KNOLLWOOD TRL, EAST POINT, GA, 04/2020, CENSUS TAKER, NIR, 15 HR/MO, 1 HR/MO TRADING. 3) THE FINANCIAL RENOVATOR AND ASSOCIATES LLC, 2900 KNOLLWOOD TRL, EAST POINT, GA, 01/2019, CONSULTANT, ELDER AND SPECIAL NEEDS PLANNING, NIR, 5 HR/MO, 0 HR/MO TRADING. 4) EMORY UNIVERSITY ALUMNI GROUP, ATLANTA, GA, 09/2016, BOARD MEMBER, NIR, 3 HR/MO, 1 HR/MO TRADING. 5) THE FINANCIAL RENOVATOR AND ASSOCIATES LLC, 2900 KNOLLWOOD TRL, EAST POINT, GA, 09/2013, OWNER, CONSULTING, NIR, 20 HR/MO, 2 HR/MO TRADING. 6) UNIVERSITY SYSTEM OF GA, ATHENS, GA, 12/2011, PROFESSOR, NIR, 120 HR/MO, 16 HR/MO TRADING. 7) THE FINANCIAL RENOVATOR, 2900 KNOLLWOOD TRL, EAST POINT, GA, 03/2003, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 15 HR/MO, 5 HR/MO TRADING. 8) CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF An RIA, INV REL, 80 HR/MO, 60 HR/MO TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 9) FLORES-FLEURS CUSTOM FLORAL DESIGN, 2900 KNOLLWOOD TRL, EAST POINT, GA, 01/2005, OWNER, NIR, 2 HR/MO, 1 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Kimberly C Weaver's CRS (Customer Relationship Summary).
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®
Start date: 2017
Experience
Current
January 9, 2008 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
EAST POINT, GA
Current
December 17, 2007 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
EAST POINT, GA
Past
December 1, 2006 - October 24, 2007
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
EAST POINT, GA
Past
November 15, 2006 - October 24, 2007
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
EAST POINT, GA
Past
April 10, 2006 - December 1, 2006
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
EAST POINT, GA
Past
August 9, 2004 - February 27, 2006
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
ATLANTA, GA
Past
February 17, 2003 - February 27, 2006
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
District of Columbia(8/19/2024)
RR
Georgia(12/17/2007)
IAR
Georgia(1/9/2008)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
