Kimberly Viner Place
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Kimberly Viner Place? 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
12 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Co. of AmericaMay 2024 to now
- Pruco Securities, LLCMay 2024 to Nov 2024
- Infinex Investments IncFeb 2018 to May 2024
- Merrimack County Savings Bank/millriver Investment ManagementFeb 2018 to May 2024
- Hornor Townsend & Kent IncOct 2012 to Feb 2018
- Penn Mutual Life Ins CoOct 2012 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 4737889
- Firm CRD
- 8733