Stanley KimCRD Number: 3146852
Current Firm: Courtland Partners, Ltd.
Stanley Kim (CRD# 3146852) is an Investment Advisor Representative working at Courtland Partners, Ltd. in Cleveland, OH and has over 19 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|Courtland Partners, Ltd.||Los Angeles, CA||Apr 2013 - Current||4|
|Wachovia Securities LLC||Encino, CA||Jul 2003 - Apr 2013||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
Total Assets Under Management62,306MILLIONS
Total Number of Accounts39ACCOUNTS
Average Account Value$1,597,586,385
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)