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Kimbrely S. Eades

Kimbrely S. Eades

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CRD#: 5872266
Kimbrely S. Eades

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.

Kimbrely S. Eades, CFP® was a registered financial professional .

Kimbrely is a previously registered financial professional and started their career in finance in 2011. Kimbrely had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
Name of outside business or organization: Red Realty Address: 1574 Medical Center Pkwy., Murfreesboro, TN Title: Affiliate Broker, non-investment related. Description of business or organization: Real estate brokerage, residential and commercial Description of duties or responsibilities: Represents clients in real estate sales transactions Start Date: 11/2021 Hours devoted to OBA monthly: 100 per month during trading hrs./ 0 during non-trading hrs.

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: 2012

Experience

Past

January 24, 2019 - May 1, 2024

FAMILY WEALTH MANAGEMENT LLC

RIA
CRD#: 109253
NASHVILLE, TN
Past

June 24, 2011 - December 31, 2018

FAMILY WEALTH MANAGEMENT LLC

RIA
CRD#: 109253
NASHVILLE, TN

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
IAR
Series 65
Date: 6/23/2011
Uniform Investment Adviser Law Examination

Current Firm

FW
FAMILY WEALTH MANAGEMENT LLC
FAMILY WEALTH MANAGEMENT LLC

CRD#: 109253 / SEC#: 801-54719

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Contact information

Main Address
4004 Hillsboro Pike Suite 238-b, Nashville, TN 37215
Mailing Address
Po Box 158838, Nashville, TN 37215
Phone number
(615) 383-8600
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts41
AUM (Assets Under Management)$ 55,926,704

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

FAMILY WEALTH MANAGEMENT LLC

CRD#: 109253

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