Kimberly Marie Clenney

Current Employers

Employment History

• 01/2018 → 12/2022
  Avantax Investment Services, Inc.
  Montgomery, AL
• 10/2007 → Present
  Kimberly M. Clenney Cpa Llc
  Montgomery, AL
• 08/2007 → Present
  Clenney And Palmer Llc Attorneys At Law
  Montgomery, AL
• 05/2023 → 12/2023
  Lpl Financial Llc
  Montgomery, AL
• 01/2022 → Present
  Kim Clenney & Company, Inc.
  Montgomery, AL
• 08/2023 → 12/2023
  Newedge Advisors, Llc.
  New Orleans, LA
• 02/2024 → 04/2026
  Lpl Financial , Llc
  Montgomery, AL
• 04/2026 → Present
  Rfg Advisory Llc
  Montgomery, AL
• 04/2026 → Present
  Private Client Services
  Mongtomery, AL

Previous Registrations

• 2024-02-13 → 2026-05-15
  Lpl Financial Llc
  Montgomery, AL
  Montgomery, AL
  San Diego, CA
• 2023-08-03 → 2023-12-13
  Newedge Advisors
  New Orleans, LA
  Montgomery, AL

Other Businesses

1) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 80 hrs/mo; 80 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 2) Clenney and Palmer Attorneys at Law LLC / Business Owner / Not Investment Related -02/2024 20 hrs mth / 1 hrs during trading 3) Kim Clenney & Company Inc. / Tax Prep/Accounting/CPA / Investment Related-02/2024 120 hrs mth / 4 hrs during trading 4) Clenpal LLC - Real Estate Rental - Investment Related - 02/18/2025 - At Reported Business Location(s) - Start Date 10/29/2024 - 1 hour per month/ 0 hours during trading 5) The Pinnacle Group; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 04/2026; 40 hrs/mo; 40 hrs/month during trading hours; advice on insurance investment products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-22
• S63 Uniform Securities Agent State Law Examination
  2018-09-04