KL
Kimberly Lowery
KL FINANCIAL LLC
Palmetto, GA 30268
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CRD#: 7165610
KL
Professional summary
Kimberly Lowery, CFP® is a registered financial advisor currently at KL FINANCIAL LLC located in Palmetto, Georgia.
Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kimberly has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kimberly Lowery'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: 2018
Experience
Current
February 6, 2020 - Present
KL FINANCIAL LLC
Office #1: 636 Main St. Po Box 665, Palmetto, GA 30268RIA
CRD#: 305309
Palmetto, GA
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.Highlighted states indicate IAR registrations
IAR
Georgia(2/6/2020)
Exams
Current Firm
KF
KL FINANCIAL LLC
KL FINANCIAL LLC
CRD#: 305309 / SEC#:
Georgia
Registered Investment Advisory firm - (2/6/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
636 Main Street, Palmetto, GA 30268
Mailing Address
Po Box 665, Palmetto, GA 30268
Phone number
(770) 463-2781
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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Company Information
KL FINANCIAL LLC
CRD#: 305309Palmetto, GA 30268TRUST BUT VERIFY
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