Kimberly Perry has been an investment adviser representative at Financial Gravity Family Office Services since January 2022, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
Kimberly Perry’s longest registration is the current one, 4 years at Financial Gravity Family Office Services since 2022. Before joining Financial Gravity Family Office Services in 2022, Kimberly Perry was registered through Horter Investment Management, LLC and Investment Advisors International, Inc.
- – present · 4 yearsNewark, CA · Adviser representative · Firm CRD 316024
- Horter Investment Management, LLC– · 3 yearsNewark, CA · Adviser representative · Firm CRD 119880
- Investment Advisors International, Inc.– · under a yearSan Jose, CA · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
Kimberly Perry is registered as an investment adviser representative in 2 states. The first approvals date from January 2022; the most recent is Texas, in November 2022.
- CaliforniaSince 20 January 2022
- TexasSince 18 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 January 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 5717928
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- 39899 Balentine Drive Suite 325, Newark, CA 94560
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Kimberly Perry work?
Kimberly Perry is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kimberly Perry a financial advisor?
Yes. Kimberly Perry has a current investment-adviser registration in California and Texas, through Financial Gravity Family Office Services since January 2022.
How many years of experience does Kimberly Perry have?
Kimberly Perry has 8 years in the financial industry, since January 2018, across 3 adviser firms.
What exams has Kimberly Perry passed?
Kimberly Perry passed the Series 65 in January 2022.
Where did Kimberly Perry work before Financial Gravity Family Office Services?
Before Financial Gravity Family Office Services, Kimberly Perry was registered through Investment Advisors International, Inc., March 2010 to January 2011.
Where is Kimberly Perry based?
Kimberly Perry’s registered office is in Newark, CA.
Is Kimberly Perry registered with FINRA?
No. Kimberly Perry has no current broker registration.
How can I verify Kimberly Perry’s record?
Search CRD 5717928 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kimberly Perry’s full registration record.