Kimberly Dawn Burdette-hord
Investment adviser representative at Opinicus
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$297.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Opinicus Tax & Accounting, LLCJul 2021 to now
- Opinicus Capital Inc dba OpinicusJun 2020 to now
- Opinicus Financial Group, Inc.Jan 2014 to now
- OpinicusNov 2013 to now
- Opinicus Wealth ManagementNov 2011 to Dec 2018
- LPL Financial LLCNov 2011 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Opinicus
Legal name: Opinicus Capital, Inc.
$297.1MAssets managed
257Clients
4Advisers
5 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
- 6001144
- Firm CRD
- 168344