Kimberly Duncan
Kimberly Duncan
Coordinator
MEMBERS Financial Services
Located at:
Coca-Cola Credit Union a Division of Associated Credit Union
One Coca Cola Plaza USA 3 A6024, Atlanta, GA. 30313
Phone: 404-515-3079
Email: [email protected]
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MISSION STATEMENT
Kimberly excels at forging strong connections with clients and partners, fully equipped to deliver any information you need about Financial Advisors and accounts. Her mission is clear: to create a significant, positive impact in the lives of our clients and their families. Together, we will achieve remarkable things!
PROFESSIONAL SPECIALTIES
- 30+ years of professional business experience; 8 in Financial Services, 22 in Sales/Recruiting
- Customer Service, Liaison, Interpersonal communication; interfacing with clients and financial associates and partners
QUALIFICATIONS
- Coordinator, Located at the Coca-Cola Credit Union
EDUCATION
- Tulsa Community College, Business Administration
PERSONAL
Kimberly possesses a strong passion for the creative writing process and values collaboration, actively engaging in philanthropic endeavors aimed at fostering a healthy future for all individuals. She is well-versed in media training, having participated in radio, television, and print interviews. Additionally, she excels in delivering compelling presentations as an advocate for various causes. Her interests encompass reading, writing, fitness, and health and wellness.
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. Associated Credit Union, Coca-Cola Credit Union, and MEMBERS Financial Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Associated Credit Union or Coca-Cola Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Associated Credit Union, Coca-Cola Credit Union, or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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The LPL Financial registered representative(s) 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
Your Credit Union (“Financial Institution") 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
