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Credentials
Series 63, Series 65
Experience Industry experience
6 years
Location
Marion, MT
Guardian Life
Enterprise
Kimberly Harris is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Lincoln Financial Securities. Outside of her advisory work, she provides disability benefits to union firefighters. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment strategies alongside financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment options and account-level services.
Based on Guardian Life
Based on Guardian Life
Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.
$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)
Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.
Hourly fees for financial planning and consulting generally $100 to $500 per hour.
Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.
Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.
Marion, MT
Marion MT
Advisors at this office
1
Arizona · California · Florida · Montana · Texas
6 years of industry experience
Guardian life Insurance Company
2024 - Present • 2 years
Marion, MT
Guardian life Insurance Company
2024 - Present • 2 years
Marion, MT
Park Avenue securities
2023 - Present • 3 years
San Diego, CA
Guardian life Insurance
2023 - Present • 3 years
San Diego, CA
Park Avenue securities
2020 - 2023 • 3 years
Anaheim, CA
Guardian life Insurance
2020 - 2023 • 3 years
Anaheim, CA
Guardian life Insurance Company
2019 - 2022 • 3 years
San Diego, CA
Park Avenue Securities
2019 - 2022 • 3 years
San Diego, CA
Lincoln Financial Securities
2019 - 2019 • 1 year
San Diego, CA
Lincoln Financial Securities
2019 - 2019 • 1 year
Fountain Valley, CA
Kimberly James
2012 - 2019 • 7 years
Fountain Valley, CA
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.
Is not active or affiliated with:
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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