Kimberly A. Basenback
Professional summary
Kimberly Anne Basenback, CFP®, who also goes by Kimberly A Scott, Kimberly Anne Scott, is a registered financial advisor currently at FSA WEALTH PARTNERS located in Rockville, Maryland.
Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kimberly has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kimberly Anne Basenback's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
February 21, 2014 - Present
FSA WEALTH PARTNERS
Office #1: One Church Street Suite 901, Rockville, MD 20850November 15, 2012 - April 10, 2013
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
April 24, 2012 - April 10, 2013
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Primary Firm SEC Registration
FSA WEALTH PARTNERS
CRD#: 104513 / SEC#: 801-18801
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/21/2014)
Exams
Current Firm
FSA WEALTH PARTNERS
CRD#: 104513 / SEC#: 801-18801
Contact information
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,964 |
| AUM (Assets Under Management) | $ 770,176,152 |
Red Flags
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