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Kimberly Ann Van Houtte

Allworth Financial, L.P.

Manasquan, NJ

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-10-02
  • NJ RA
    APPROVED
    Since 2024-10-02

Branch Locations

2410 State Highway 34, Manasquan, NJ 08736 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
George Mckelvey Company Manasquan NJ 02/2004 10/2024
Allworth Financial Manasquan NJ 10/2024 Present
  • 02/2004 → 10/2024
    George Mckelvey Company
    Manasquan, NJ
  • 10/2024 → Present
    Allworth Financial
    Manasquan, NJ
Previous Registrations
  • 2008-05-08 → 2024-10-22
    George Mckelvey Co., Inc.
    Manasquan, NJ
    Manasquan, NJ
    Manasquan, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-21
  • S66 Uniform Combined State Law Examination
    2007-05-21
Other Names
  • Kimberly Ann Butterworth
  • Kimberly Ann Caldwell

View on SEC IAPD

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Other Offices

PERSONAL FINANCIAL SOLUTIONS, LLC · MANASQUAN, NJ
KML FINANCIAL SERVICES GROUP, L.L.C. · MANASQUAN, NJ
THE PRIVATE CLIENT ADVISORY GROUP, LLC · MANASQUAN, NJ
CETERA INVESTMENT ADVISERS LLC · MANASQUAN, NJ
PERSONAL FINANCIAL SOLUTIONS, LLC · Manasquan, NJ
AEGIS CAPITAL CORP. · MANASQUAN, NJ
LPL FINANCIAL LLC · MANASQUAN, NJ
OSAIC WEALTH, INC. · Manasquan, NJ

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