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Kimberly Anne Basenback

FINANCIAL SERVICES ADVISORY INC·ROCKVILLE, Maryland
Series 7, Series 66CFPClean record13 years registeredFINANCIAL SERVICES ADVISORY INC
ONE CHURCH STREET, ROCKVILLE, MD 20850CRD# 5523788Firm CRD# 104513

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Anne Basenback · ROCKVILLE, MD
Registration
CRD #5523788 · FINANCIAL SERVICES ADVISORY INC · 13 years registered
Brand Profile
Not yet started
01

Career History

FSA WEALTH PARTNERS
Feb 2014 – present
INVESTMENT ADVISORS
Nov 2012 – Apr 2013
GREENSBORO, NC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · November 15, 2012
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL SERVICES ADVISORY INC
CRD 104513 · SEC 801-18801
AUM
$694M
Regulatory assets under management
Employees
16
1,981 client accounts
Services offered by FINANCIAL SERVICES ADVISORY INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL SERVICES ADVISORY INC →
Introduction

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05

Frequently Asked Questions

What services does Kimberly Anne Basenback offer?
Kimberly Anne Basenback specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Kimberly Anne Basenback's credentials?
Kimberly Anne Basenback holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kimberly Anne Basenback located?
Kimberly Anne Basenback is based in ROCKVILLE, Maryland, working with FINANCIAL SERVICES ADVISORY INC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Kimberly Anne Basenback charge for services?
Kimberly Anne Basenback'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 FINANCIAL SERVICES ADVISORY INC?
FINANCIAL SERVICES ADVISORY INC has approximately 16 employees and manages $694M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL SERVICES ADVISORY INC

David Ronald Petersen
ROCKVILLE, MD
Ronald James Rough
ROCKVILLE, MD
James Edward Joseph
ROCKVILLE, MD

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Research
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