Question 1

What services does Kimberly Passmore White offer?

Accepted Answer

Kimberly Passmore White specializes in Investment Management, Wealth Management. Contact their office in JACKSONVILLE, Florida for a consultation.

Question 2

What are Kimberly Passmore White's credentials?

Accepted Answer

Kimberly Passmore White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Kimberly Passmore White located?

Accepted Answer

Kimberly Passmore White is based in JACKSONVILLE, Florida, working with LBA WEALTH MANAGEMENT, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

Question 4

How does Kimberly Passmore White charge for services?

Accepted Answer

Kimberly Passmore White's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is LBA WEALTH MANAGEMENT, LLC?

Accepted Answer

LBA WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Kimberly Passmore White

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