Kimberly Myers-turner
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
1 stateRegistered in
$8.6BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- TD Bank N.A.Sep 2026 to now
- TD Private Client Wealth LLCSep 2026 to now
- UnemployedJul 2025 to Sep 2026
- Dimensional Fund Advisors LPAug 2023 to Jun 2025
- Innovation Partners LLCAug 2022 to Jul 2023
- Ip Financial Advisory Services LLCAug 2022 to Jul 2023
- EtfmgApr 2022 to Jun 2022
- Equitable Advisors, LLCJul 2019 to Apr 2022
- AXA Advisors, LLCJul 2019 to Jun 2020
- EquitableJun 2019 to Apr 2022
- AXA Equitable, LLCJun 2019 to Jun 2020
- MML Investors, Services, LLCJun 2018 to May 2019
- MassmutualApr 2018 to May 2019
- Barings LLCDec 2017 to Feb 2018
- Barings Securities LLCDec 2017 to Feb 2018
- LPL Financial LLCJun 2017 to Dec 2017
- Brighthouse Securities, LLCDec 2016 to Jun 2017
- Metlife Securities IncMar 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NC).
TD Private Client Wealth LLC
$8.6BAssets managed
25,685Clients
530Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1671403
- Firm CRD
- 164484