Matthew Kim (CRD# 7231967) is an Investment Advisor Representative working at Allmerits Asset, LLC in Buena Park, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planwise College Consulting | Anaheim, CA | Apr 2023 - Current | 1 |
| Allmerits Asset, LLC | Buena Park, CA | Sep 2022 - Current | 1 |
| Abby Financial And Insurance Services | Buena Park, CA | Aug 2022 - Current | 1 |
| Blossom Media Solutions LLC | Walnut, CA | Apr 2021 - Current | 3 |
| Kayan Securities, Inc. | Los Angeles, CA | Sep 2020 - Current | 3 |
| Vision Tree Consulting | Anaheim, CA | Oct 2016 - Aug 2022 | 5 |
| Bridgeone Insurance Services, Inc. | Cerritos, CA | Mar 2015 - Aug 2022 | 7 |
| Syncis Insurance Solutions, Inc. | Gardena, CA | Jul 2011 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- CA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$76,992
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NJ, NV
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