Kimberly
Oliver
Wealth Advisors Of Tampa Bay
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About this Advisor
Kimberly Oliver is a financial advisor operating out of Tampa, Florida who has 4 years of industry experience. Oliver is an employee of Wealth Advisors Of Tampa Bay. During their career, Oliver has held roles at The Strategic Financial Alliance, Inc, Lpl Financial, Crew Wealth Management, Ameriprise Financial Services, Inc, Lpl Financial LLC and Wealth Advisors Of Tampa Bay, LLC. Oliver maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to work in Florida. Wealth Advisors Of Tampa Bay is an advisory firm based in Tampa, FL. It oversees $299 million in assets across its 336 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 336 client accounts, 46% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules are based on which services are provided. However, fee types charged by Wealth Advisors Of Tampa Bay can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Advisors Of Tampa Bay Brokerage Details
$299,076,704
7
336
$890,109
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 Oliver Work History
Kimberly has been registered as a financial advisor for 4 years.*
Lpl Financial LLC
Wealth Advisors Of Tampa Bay, LLC
Lpl Financial
Crew Wealth Management
Ameriprise Financial Services, Inc
The Strategic Financial Alliance, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kimberly Oliver 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 Wealth Advisors Of Tampa Bay
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
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