Kimberly Carroll (CRD# 6877337) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Pittsburgh, PA and has over 6 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rising Phoenixes LLC | Pittsburgh, PA | Apr 2024 - Current | < 1 |
| Carroll Consulting, LLC | Pittsburgh, PA | Jan 2024 - Current | < 1 |
| Strategic Associates | Logan, UT | Jan 2024 - Current | < 1 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Ameritas Investment Company, LLC | Lincoln, NE | Jul 2021 - Current | 2 |
| Ameritas Life Insurance Corp | Lincoln, NE | Jun 2021 - Current | 2 |
| Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa | Pittsburgh, PA | Jun 2021 - Current | 2 |
| Michele's Dance Center | Wexford, PA | Sep 2003 - Current | 20 |
| Citizens Bank | Pittsburgh, PA | Oct 2020 - Jun 2021 | < 1 |
| Citizens Securities, Inc. | Canton, MA | Oct 2020 - Jun 2021 | < 1 |
| Citizens Securities, Inc. | Glenshaw, PA | Feb 2019 - Oct 2020 | 1 |
| Citizens Bank | Glenshaw, PA | Feb 2019 - Oct 2020 | 1 |
| Citizens Securities, Inc. | Glenshaw, PA | Nov 2017 - Feb 2019 | 1 |
| Citizens Bank | Glenshaw, PA | Nov 2017 - Feb 2019 | 1 |
| Citizens Bank | Pittsburgh, PA | Nov 2015 - Nov 2017 | 2 |
| Rumrunners Saloon | Pittsburgh, PA | Jul 2014 - Oct 2015 | 1 |
| Christ Church Preschool | Pittsburgh, PA | Sep 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2018 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- PA
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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