Kimberly
Hayes
Lpl Financial LLC
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About this Advisor
Kimberly Hayes is a financial advisor based in Kansas City, Missouri, working with Lpl Financial LLC. Kimberly has previously held positions at Raymond James Financial Svcs, Carson Financial Planning Group, Waddell & Reed, Inc, CFP® Board, Lpl Financial LLC, Grow, Waddell & Reed Inc, and Cetera Advisors LLC. Kimberly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Kimberly is part of Lpl Financial LLC, which operates out of Kansas City, Missouri. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 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, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kimberly Hayes Work History
Lpl Financial LLC
CFP® Board
Grow
Waddell & Reed, Inc
Cetera Advisors LLC
Waddell & Reed Inc
Raymond James Financial Svcs
Carson Financial Planning Group
Disclosures
Please visit the SEC profile of Kimberly Hayes 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 Lpl Financial LLC
Fort Mill, SC
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
