Kimberly McMillion, CFS®, ChFC®, CLTC®

Member in Good Standing

Financial Advisor

Saint Petersburg, FL

CFS®

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About Kimberly

I have over 29 years in the financial services industry. I am a graduate two times of the University of Southern Maine. I am a licensed and registered investment advisor of the states of Florida, Missouri, Arkansas, Kansas, Oklahoma, Illinois, Kentucky, Nebraska and Texas. I am a Chartered Financial Consultant and a Certified Fund Specialst which means mutual funds are my area of expertise and as an independent Investment Advisor Representative, I offer all financial products and services within the financial universe. I am originally from Portland Maine but have lived in FL for the last 10 years. I am the sole owner of McMillion Financial Group, where my clients affectionately refer to me as “Kim Make Me Millions”.

Education

Bachelors

Associate's degree

Licenses

Series 6

Series 63

Series 7

Other Credentials

ChFC® CLTC®

IBF Designations

CFS®

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Certified Fund Specialist

Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.

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Contact Kimberly

Saint Petersburg, FL

Phone (727) 456-1518

At a Glance

IBF Designations 1

Member Since 1999

Other Credentials 2

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Practitioner-Reviewed education since 1988

Profile verified · March 2026

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1988

Established track record

Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.

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