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Kimberly Anderson

ANNAPOLIS FINANCIAL SERVICES, LLC·ANNAPOLIS, Maryland
Clean recordANNAPOLIS FINANCIAL SERVICES, LLC
582 BELLERIVE ROAD, ANNAPOLIS, MD 21409CRD# 2860782Firm CRD# 123095

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Anderson · ANNAPOLIS, MD
Registration
CRD #2860782 · ANNAPOLIS FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kimberly Anderson is a registered financial advisor based in ANNAPOLIS, Maryland, affiliated with ANNAPOLIS FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ANNAPOLIS FINANCIAL SERVICES, LLC
BAY POINT WEALTH
AUM
$399M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ANNAPOLIS FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2860782
Firm CRD# 123095
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Anderson offer?
Kimberly Anderson specializes in Financial Planning, Investment Management. Contact their office in ANNAPOLIS, Maryland for a consultation.
What are Kimberly Anderson's credentials?
Kimberly Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Anderson located?
Kimberly Anderson is based in ANNAPOLIS, Maryland, working with ANNAPOLIS FINANCIAL SERVICES, LLC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.
How does Kimberly Anderson charge for services?
Kimberly Anderson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANNAPOLIS FINANCIAL SERVICES, LLC?
ANNAPOLIS FINANCIAL SERVICES, LLC has approximately 8 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ANNAPOLIS FINANCIAL SERVICES, LLC

William James Hufnell
ANNAPOLIS, MD
William Joseph Hufnell
ANNAPOLIS, MD

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