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Robert J Kimble

Advisor at LPL Enterprise — White Hall, WV

Updated today

Credentials

Series 66

Experience

7 years

Location

White Hall, WV 26554

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 865 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Robert Kimble is a financial advisor at LPL Enterprise with seven years of industry experience and holds a Series 66 designation. He has previously worked at Ameriprise Financial Services and Prudential-affiliated firms. Kimble serves on the boards of two nonprofit organizations, the Buckhannon-Upshur Chamber of Commerce and MVBOA, Inc., and operates a tax preparation and accounting business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

White Hall, WV

11 Middletown Road

White Hall WV 26554

Advisors at this office

2

Most active in

Ohio · West Virginia

Work history

7 years of industry experience

LPL Enterprise

2024 - Present • 2 years

White Hall, WV

The PRUDENTIAL INSURANCE COMPANY OF AMERICA

2024 - Present • 2 years

Canonsburg, PA

PRUCO Securities, LLC

2024 - 2024 • 1 year

Canonsburg, PA

Unemployed

2023 - 2024 • 1 year

Buckhannon, WV

Ameriprise Financial Services, inc

2018 - 2023 • 5 years

Canonsburg, PA

West Virginia Wesleyan College

2015 - 2018 • 3 years

Buckhannon, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Todd L

CFP®

Fairmont, WV

Blackwater Financial

I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Delaina K

Series 63, Series 66

Fairmont, WV

Alden investment Group

Delaina Kucish is a financial advisor with Alden Investment Advisors, LLC and J. Alden Associates, Inc., holding Series 63 and Series 66 credentials with 23 years of industry experience. Prior to joining Alden in 2024, she worked at Edward Jones from 2001 to 2023. Outside of her advisory role, she serves as president of The Monumental Basketball Association, a nonprofit organization. Alden Investment Advisors offers portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and third-party managers, with distinctive services including fiduciary oversight of employer plans and integrated technology platforms for unified household reporting.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Courtney K

Series 66

Fairview, WV

Alden investment Group

Courtney Kucish is a financial advisor at Alden Investment Group with 18 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for 15 years. Outside of advising, she serves as secretary for Monumental Resources, a retail shipping business in Fairmont, WV. Alden Investment Advisors provides portfolio management and financial planning services to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, and is notable for integrating technology platforms to extend discretionary oversight and for its concentrated fiduciary services for employer plans.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Matthew W

CFP®, Series 66

Bridgeport, WV

OneSeven

Matthew Williams is a CFP® certificant with 16 years of industry experience. He is currently with OneSeven, where he has worked since 2023, following an eight-year tenure at Ameriprise Financial Services, Inc. Williams serves on the boards of the Old Town Greens Townhome Association and the West Virginia University Alumni Board in the National Capitol Area. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing a long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, alternatives, and private placements.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Sherri S

Series 63, Series 66

Clarksburg, WV

Wesbanco Securities, Inc.

Sherri Sharpe is a financial advisor with Wesbanco Securities, Inc. in Parkersburg, WV. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Sharpe has been with Wesbanco Securities since 2015. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets and offers a range of wrap-fee programs and third-party managed solutions, employing a variety of analytical methods and investment strategies.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Leslie B

Series 63, Series 65

Bridgeport, WV

Lombard Advisers Incorporated

Leslie Boyce is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. Prior to joining Lombard Advisers, Boyce worked at firms including Cetera Advisors LLC, The Huntington Investment Company, and Morgan Stanley. Outside of advisory work, Leslie serves as CFO for Poynter's Business Solutions, a company engaged in office equipment sales and service. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management, utilizing various analytical methods, and manages approximately $670 million in assets as of the end of 2025.

College savings (529s, UTMA, etc.)
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