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Kimberly B Sparks

SANDLAPPER WEALTH MANAGEMENT, LLC·GREENVILLE, South Carolina
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101 N. MAIN ST., GREENVILLE, SC 29601CRD# 2748868Firm CRD# 164443
01

About

Kimberly B Sparks is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with SANDLAPPER WEALTH MANAGEMENT, 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
03

Firm Overview

Firm
SANDLAPPER WEALTH MANAGEMENT, LLC
SANDLAPPER WEALTH MANAGEMENT, LLC
AUM
$142K
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at SANDLAPPER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR/REFERRAL FEES
Regulatory
SEC/IARD CRD# 2748868
Firm CRD# 164443
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly B Sparks offer?
Kimberly B Sparks specializes in Financial Planning, Investment Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Kimberly B Sparks's credentials?
Kimberly B Sparks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly B Sparks located?
Kimberly B Sparks is based in GREENVILLE, South Carolina, working with SANDLAPPER WEALTH MANAGEMENT, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Kimberly B Sparks charge for services?
Kimberly B Sparks's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANDLAPPER WEALTH MANAGEMENT, LLC?
SANDLAPPER WEALTH MANAGEMENT, LLC has approximately 14 employees and manages $142K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Patricia Balentine — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Christopher A. Jones — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Ralph Bryan Barany — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Tod Joel Robinson — PLANFIRST INCWilliam Henley Shawcross — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
Nearby cities in South Carolina
CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
CHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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