Kimberly C Weaver

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 12/2007 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2008 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2006-11-15 → 2007-10-24
  Questar Asset Management, Inc.
  East Point, GA
• 2004-08-09 → 2006-02-27
  Pruco Securities, Llc.
  Atlanta, GA

Other Businesses

1) FINRA, 1735 K STREET NW, WASHINGTON, DC, 12/2019, ARBITRATOR, NIR, 3 HR/MO, 0 HR/MO TRADING. 2) THE FINANCIAL RENOVATOR AND ASSOCIATES LLC, 2900 KNOLLWOOD TRL, EAST POINT, GA, 04/2020, CENSUS TAKER, NIR, 15 HR/MO, 1 HR/MO TRADING. 3) THE FINANCIAL RENOVATOR AND ASSOCIATES LLC, 2900 KNOLLWOOD TRL, EAST POINT, GA, 01/2019, CONSULTANT, ELDER AND SPECIAL NEEDS PLANNING, NIR, 5 HR/MO, 0 HR/MO TRADING. 4) EMORY UNIVERSITY ALUMNI GROUP, ATLANTA, GA, 09/2016, BOARD MEMBER, NIR, 3 HR/MO, 1 HR/MO TRADING. 5) THE FINANCIAL RENOVATOR AND ASSOCIATES LLC, 2900 KNOLLWOOD TRL, EAST POINT, GA, 09/2013, OWNER, CONSULTING, NIR, 20 HR/MO, 2 HR/MO TRADING. 6) UNIVERSITY SYSTEM OF GA, ATHENS, GA, 12/2011, PROFESSOR, NIR, 120 HR/MO, 16 HR/MO TRADING. 7) THE FINANCIAL RENOVATOR, 2900 KNOLLWOOD TRL, EAST POINT, GA, 03/2003, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 15 HR/MO, 5 HR/MO TRADING. 8) CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF An RIA, INV REL, 80 HR/MO, 60 HR/MO TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 9) FLORES-FLEURS CUSTOM FLORAL DESIGN, 2900 KNOLLWOOD TRL, EAST POINT, GA, 01/2005, OWNER, NIR, 2 HR/MO, 1 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-21

Designations

• Certified Financial Planner

Other Names

• Kim Weaver
• Kimberly Avila