Stonekimbro

SEC-regulated
Registered investment advisor
StoneKimbro, operating as Stone Insurance Services, Inc., is a registered investment advisor founded by Diane M. Kimbro. Diane, an Accredited Investment Fiduciary, holds a BS in Business Administration from California State University Long Beach and has extensive experience in the financial industry. As the owner and Investment Advisor Representative at StoneKimbro, she provides investment advisory services. Clients can access her disciplinary history on the SEC's website, which currently shows no events. Diane is also a registered representative of Independent Financial Group, LLC, receiving commission compensation for selling securities and insurance products. While this may create a conflict of interest, she is committed to recommending products in the client's best interest. Clients are not obligated to purchase through her. Diane may receive additional compensation based on production. StoneKimbro's supervision is overseen by Eric J. Kimbro, the Chief Compliance Officer, ensuring compliance with state regulations. Diane has not been involved in any events requiring disclosure beyond what is stated.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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