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Kimberly Hawkins

STEWARD FINANCIAL GROUP, LLC·COLLEYVILLE, Texas
Clean recordSTEWARD FINANCIAL GROUP, LLC
26 MAIN STREEET, COLLEYVILLE, TX 76034CRD# 5976387Firm CRD# 143513

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Hawkins · COLLEYVILLE, TX
Registration
CRD #5976387 · STEWARD FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kimberly Hawkins is a registered financial advisor based in COLLEYVILLE, Texas, affiliated with STEWARD FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STEWARD FINANCIAL GROUP, LLC
STEWARD WEALTH MANAGEMENT
AUM
$531M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5976387
Firm CRD# 143513
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Hawkins offer?
Kimberly Hawkins specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COLLEYVILLE, Texas for a consultation.
What are Kimberly Hawkins's credentials?
Kimberly Hawkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Hawkins located?
Kimberly Hawkins is based in COLLEYVILLE, Texas, working with STEWARD FINANCIAL GROUP, LLC. Their office serves clients in the COLLEYVILLE metropolitan area and surrounding communities.
How does Kimberly Hawkins charge for services?
Kimberly Hawkins's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWARD FINANCIAL GROUP, LLC?
STEWARD FINANCIAL GROUP, LLC has approximately 7 employees and manages $531M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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