Kimberly B Dulaurence

Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 05/2018
  Citizens Financial Group
  Quincy, MA
• 05/2018 → 11/2020
  Tiaa
  Braintree, MA
• 11/2020 → Present
  Facet Wealth
  Baltimore, MD

Previous Registrations

• 2018-06-01 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Braintree, MA
• 2009-04-17 → 2018-05-17
  Citizens Securities, Inc.
  Stoughton, MA
  Stoughton, MA
  Randolph, MA
  Stoughton, MA
  Quincy, MA
  So Attleboro, MA
  Attleboro, MA
  North Attleboro, MA
  Attleboro, MA
  Quincy, MA
  Quincy, MA
  No Quincy, MA
  Quincy, MA
  Abington, MA
  Brockton, MA
  Brockton, MA
  Braintree, MA
  Stoughton, MA
• 2006-03-09 → 2009-04-14
  Banc Of America Investment Services, Inc.
  Quincy, MA
  Quincy, MA
  Hingham, MA
  Hingham, MA

Exams

• S66 Uniform Combined State Law Examination
  2006-03-03
• S63 Uniform Securities Agent State Law Examination
  2002-12-27

Designations

• Certified Financial Planner

Other Names

• Kim Byun
• Young-Joo Byun
• Young Kimberly Byun
• Kimberly Byun Dulaurence
• Young Kim Byun
• Young Kim Byun
• Kimberly Dulaurence