Kimberly C. Philbin
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 Cox Philbin, who also goes by Kimberly Sue Cox, was a registered financial professional .
Kimberly is a previously registered financial professional and started their career in finance in 2015. Kimberly had worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 28, 2017 - December 31, 2024
VISION 360 CAPITAL PARTNERS, LLC
August 15, 2017 - September 26, 2017
INTEGRA CAPITAL ADVISORS
June 23, 2016 - July 31, 2017
PLATINUM WEALTH PARTNERS
June 23, 2015 - August 9, 2016
CAPITALROCK INVESTMENTS, LLC
State Registrations and Notice Filings
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Current Firm
VISION 360 CAPITAL PARTNERS, LLC
CRD#: 289974 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 61 |
| AUM (Assets Under Management) | $ 23,104,540 |
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.
