Kimberly
Myers
Lincoln Investment
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About this Advisor
Kimberly Myers is a financial advisor based in Phoenix, Arizona, working with Lincoln Investment. Kimberly has previously held positions at Edward Jones, Farmers Insurance, Merrill Lynch, Pierce, Fenner & Smith Inc, Family Wealth Advisors Ica, Lincoln Financial Securities Corporation, Legend Equities Corporation, Legend Advisory Corporation, Lincoln Investment, Legend Advisory, Compass Bank, Bbva Compass Insurance Agency Inc, Bbva Securities Inc, Bbva Wealth Solutions Inc, Cuna Brokerage Services, Inc, Cuna Mutual Group, Self Employed- Kurioso Designs, and Wells Fargo Advisors Financial Network, LLC. Kimberly has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Kimberly is part of Lincoln Investment, which operates out of Phoenix, Arizona. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$17,218,143,141
1,297
203,427
$84,640
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kimberly Myers Work History
Lincoln Investment
Wells Fargo Advisors Financial Network, LLC
Cuna Brokerage Services, Inc
Cuna Mutual Group
Self Employed- Kurioso Designs
Compass Bank
Bbva Compass Insurance Agency Inc
Bbva Securities Inc
Bbva Wealth Solutions Inc
Lincoln Investment
Legend Advisory
Lincoln Investment
Legend Equities Corporation
Legend Advisory Corporation
Merrill Lynch, Pierce, Fenner & Smith Inc
Family Wealth Advisors Ica
Lincoln Financial Securities Corporation
Edward Jones
Farmers Insurance
Disclosures
Please visit the SEC profile of Kimberly Myers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lincoln Investment
Broken Arrow, OK
Bethlehem, PA
Freeport, NY
Lutz, FL
Brookeville, MD
Ashburn, VA
Fort Washington, PA
Chicago, IL
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