Best Investors Account Sign in
Inactive

Kimberly Lowery

Kl Financial LLC

Palmetto, GA

Claim This Profile
Current Employers
Kl Financial Llc

636 Main Street, Palmetto, GA 30268 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-02-06
  • GA RA
    APPROVED
    Since 2020-02-06

Branch Locations

636 Main St. Po Box 665, Palmetto, GA 30268 • 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
Kl Financial Llc Palmetto GA 05/2017 Present
Coweta County Schools Newnan GA 08/2005 12/2017
Palmetto Tax Service Palmetto GA 12/2000 05/2017
  • 05/2017 → Present
    Kl Financial Llc
    Palmetto, GA
  • 08/2005 → 12/2017
    Coweta County Schools
    Newnan, GA
  • 12/2000 → 05/2017
    Palmetto Tax Service
    Palmetto, GA
Designations

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST COMMAND ADVISORY SERVICES
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
ANSON ANALYTICS
MML INVESTORS SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

DEIDRE KNIGHT BEMBRY
KEVIN CHRISTOPHER PIERSON
KYKEISHA BRADWELL DICKERSON
James Thomas Stevens
Mark Hy Shames
Kerry Smith Evert
Thomas Craig Evans
MARK STEPHEN DEMOS

Other Offices

KL FINANCIAL LLC · PALMETTO, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Palmetto, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Fairburn, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Tyrone, GA
FIRST COMMAND ADVISORY SERVICES · Tyrone, GA
EDWARD JONES · Tyrone, GA
CETERA INVESTMENT ADVISERS LLC · TYRONE, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Tyrone, GA

More in Palmetto, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor