Unclaimed Profile

Kimberly Anderson

ANNAPOLIS FINANCIAL SERVICES, LLC·ANNAPOLIS, Maryland

Series 65Clean record23 years registeredANNAPOLIS 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 · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ANNAPOLIS FINANCIAL SERVICES, LLC

BAY POINT WEALTH

May 2015 – Nov 2021

ANNAPOLIS, MD

BALTIMORE WASHINGTON FINANCIAL ADVISORS INC

Mar 2003 – Jan 2012

ELLICOTT CITY, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 19, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANNAPOLIS FINANCIAL SERVICES, LLC

CRD 123095 · SEC 801-95167

AUM

$399M

Regulatory assets under management

Employees

688 client accounts

Services offered by ANNAPOLIS FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ANNAPOLIS FINANCIAL SERVICES, LLC →

Introduction

Speak with Kimberly

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kimberly is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ANNAPOLIS?

Browse all registered financial advisors in ANNAPOLIS, Maryland or claim this profile if it's yours.

Browse ANNAPOLIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kimberly Anderson offer?

Kimberly Anderson specializes in Financial Planning, Investment Management.

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, last registered with ANNAPOLIS FINANCIAL SERVICES, LLC.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →