Kimberly Beth Visco

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 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

• 09/2015 → Present
  Lpl Financial Llc
  Mt Laurel, NJ
• 09/2015 → Present
  Private Advisor Group Llc
  Mt Laurel, NJ
• 09/2015 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2010-07-20 → 2015-08-31
  Pnc Wealth Management Llc
  Cherry Hill, NJ
  Moorestown, NJ

Other Businesses

1. 9/17/2015: Ballast Financial LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/28/2015 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 9/23/2015: Private Advisor Group - DBA: (Hybrid) Ballast Finanical LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 08/28/2015 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 9/23/2015: Private Advisor Group LLC - DBA: (Hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 08/28/2015 - 160 Hours Per Month/8 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-19

Other Names

• Kimberly B Visco
• Kimberly Beth Miloszar
• Kimberly Beth Bickford