LPL Financial Advisor
Kim Trimmer brings 23 years of industry experience to Affinity Investment Services. Previously, Kim was a Vice President at Lakeland Bank, Branch Manager of its Denville and Caldwell offices. Prior to that, she was a Financial Advisor at Sovereign Bank and Santander Bank. Kim is registered with Series 7, 6, 63 through LPL Financial and N.J. Life licenses. She has experience assisting clients with all of their financial planning, wealth management and insurance needs. Kim holds an associate's degree in business administration from County College of Morris.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Affinity Federal Credit Union and Affinity Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Investment Services, and may also be employees of Affinity Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Federal Credit Union or Affinity Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Affinity Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit LPL disclosure for more information.