Kimberly Lynn Herrera
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
3 statesRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Kimberly Lynn Herrera? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaSep 2021 to now
- Pruco Securities, LLC.Sep 2021 to Nov 2024
- Bbva Compass Insurance Agency, Inc.Jun 2016 to Aug 2021
- Bbva Securities Inc.Jun 2016 to Aug 2021
- Bbva Wealth Solutions Inc.Jun 2016 to Aug 2021
- Compass BankJun 2016 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, TX).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 2906642
- Firm CRD
- 8733