Kimberlee Fricker

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 12/2009 → Present
  Worthpartners, Llc
  Quincy, MA
• 11/2013 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2013 → Present
  The Financial Services Group
  Quincy, MA

Other Businesses

1. CLIENT SERVICES FOR TAX PREPARATION BUSINESS; NON-INVESTMENT RELATED. 2. Authorized signor for company retirement plan. Investment related and conducted from branch location.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-14

Other Names

• Kimberlee Connelly
• Kimberlee Connelly