Eric Kim, financial advisor Valencia CA

Eric Kim

CRD Number: 2479722
Current Firm: Mont Blanc Asset, Inc.

Eric Kim (CRD# 2479722) is an Investment Advisor Representative working at Mont Blanc Asset, Inc. in Valencia, CA and has over 29 years of experience in the finance industry.

Similar Advisors
Alexander "Alec" Tuckman, financial advisor Valencia CA
Alexander "Alec" P. Tuckman
CRD# 6770924
Wealth Management Partners Of Los Angeles
Similar Advisors
Blair Aaronson, financial advisor Valencia CA
Blair I. Aaronson
CRD# 1343922
Virtue Capital Management, LLC
Similar Advisors
Mohammed Aater, financial advisor Valencia CA
Mohammed Aater
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Chelsea International Advisors LLC Encino, CA Mar 2024 - Current < 1
Dream Ipo & Vc Consulting Los Angeles, CA Jan 2024 - Current < 1
Think Wealth Asset LLC La Canada Flintridge, CA Jan 2024 - Current < 1
Think Wealth, LLC Valencia, CA Jan 2016 - Current 8
Mont Blanc Asset, Inc. Los Angeles, CA Jan 2016 - Current 8
M&d Properties, Inc. Buena Park, CA Jun 2022 - Apr 2023 < 1
Investax Wealth Management, LLC Los Angeles, CA Jan 2014 - Jan 2018 4
Hillstone Global Markets, LLC Los Angeles, CA May 2015 - Jan 2016 < 1
Hana Wealth Management, LLC Los Angeles, CA Jun 2013 - Jan 2016 2
Ksk Wealth Management, LLC Gardena, CA Sep 2012 - Sep 2014 2
Mont Blanc Asset, LLC Valencia, CA May 2009 - Sep 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S66 NASAA Uniform Combined State Law Examination Jul 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eric H. Kim
Phone Number: 925-202-6000
Registered State(s):
  • CA
Current Firm Details
Mont Blanc Asset, Inc.
Firm's CRD Number: 154853
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.