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Kimberly Ann Nourie

Financial Life Advisors

San Antonio, TX

CRD 3233900

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Employer firm

Financial Life Advisors CRD 128502

$366M regulatory AUM 11 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Financial Life Advisors

2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-11-09
  • TX RA
    APPROVED
    Since 2017-11-09

Branch Locations

2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 • 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
Shaklee San Antonio TX 01/2006 11/2017
Commonwealth Financial Network Waltham MA 05/2012 11/2017
Business Financial Group San Antonio TX 05/2012 11/2017
Financial Life Advisors San Antonio TX 11/2017 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-06-09
  • S63 Uniform Securities Agent State Law Examination
    1999-06-09
Designations
  • Certified Financial Planner

View on SEC IAPD

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