Kimberly Adams Stirling
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 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
11 years in the industry.
- LPL Financial LLCSep 2023 to now
- Edward JonesAug 2019 to Sep 2023
- Bremerton School DistrictMay 2019 to Jul 2019
- Pfs Investments IncJul 2018 to Aug 2019
- Primerica Financial ServicesMay 2018 to Aug 2019
- Bremerton School DistrictNov 2017 to Feb 2018
- Success In CoachingNov 2017 to Feb 2018
- UnemployedJul 2017 to Nov 2017
- Southern New Hampshire UniversityDec 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6937068
- Firm CRD
- 6413