Bernadette Kim (CRD# 2626747) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Edinburg, TX and has over 28 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lspn | Lindon, UT | Dec 2023 - Current | < 1 |
| National Association Of Registered Social Security Analysts | Melville, NY | Aug 2021 - Current | 2 |
| Provide Medicare Advantage Plan | Weslaco, TX | Dec 2020 - Current | 3 |
| World System Builders (wsb) | Alviso, CA | May 2013 - Current | 10 |
| Fund The Future College Planning Program By Heartland Institut O | Aurora, CO | Aug 2012 - Current | 11 |
| Heartland Institute Of Financial Edcuation | Aurora, CO | Jun 2012 - Current | 11 |
| Transamerica Financial Advisors, Inc. | Edinburg, TX | Jan 2012 - Current | 12 |
| Bkim Health Insurance Service Dba | Edinburg, TX | Jul 2011 - Current | 12 |
| Tokyo Asian Market, LLC | Mcallen, TX | Oct 2008 - Current | 15 |
| Mbk Enterprise Inc. | Mcallen, TX | Dec 2007 - Current | 16 |
| Moon Young Enterprise LLC | Endinburg, TX | Nov 2004 - Current | 19 |
| Bernadette Kim Financial Services Inc. | Edinburg, TX | Oct 2004 - Current | 19 |
| Wfgia | Edinburg, TX | Jun 2001 - Current | 22 |
| Debtmerica LLC | Santa Anna, CA | Dec 2011 - Feb 2023 | 11 |
| Acumen Insurance Group,llc | Mcallen, TX | Jul 2016 - Nov 2020 | 4 |
| Tokyo Restaurant LLC | Mcallen, TX | Oct 2008 - Dec 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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