Kimberly Ann Carpenter

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2012 → Present
  Halftime Sports Salon
  Gig Harbor, WA
• 04/2012 → 02/2018
  Us Bank
  Bremerton, WA
• 03/2018 → Present
  Raymond James Financial Services Inc
  Gig Harbor, WA

Other Businesses

(1)Name of Business: Bush Polen & Associates, Inc Address: 7282 Stinson Avenue N.W., Gig Harbor, WA, 98335, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Day to day office management. Preparation of paperwork for clients. Trading and client support.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-20

Other Names

• Kimberly Ann Knudtson