Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
High Point, NC
Credentials
Series 66
Industry experience
15 years
Kimberly Moser is a financial advisor with Raymond James Financial in High Point, NC, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Morgan Stanley and J.J.B. Hilliard W.L. Lyons. Outside of finance, she owns and operates A&K Crafty Corner, a small business focused on making and selling crafts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, with a notable emphasis on non-discretionary advisory services.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
High Point, NC
North Carolina
Raymond james Financial Services, Inc.
2026 - Present (1 year)
Raymond James Financial Services Advisors, inc.
2026 - Present (1 year)
Raymond James & Associates
2018 - 2025 (7 years)
J.J.B. Hilliard W.L. Lyons
2017 - 2018 (1 year)
Homeowners Association Management
2017 - 2017 (1 year)
Steve Foskett, Attorney
2017 - 2017 (1 year)
HomeMaker
2017 - 2017 (1 year)
Progressive Employer Mgmt
2017 - 2017 (1 year)
Morgan Stanley
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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Capital Advisory Group
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