Eunice Kim (CRD# 4017881) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Glendora, CA and has over 16 years of experience in the finance industry. Eunice Kim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Global Advisors Inc. | Costa Mesa, CA | Sep 2022 - Current | 1 |
| Mercer Global Advisors Inc. | Costa Mesa, CA | Apr 2020 - Sep 2022 | 2 |
| Mercer Global Advisors Inc. | Costa Mesa, CA | Aug 2019 - Apr 2020 | < 1 |
| Jackson Financial Management | Costa Mesa, CA | Aug 2019 - Mar 2020 | < 1 |
| Mason & Associates, Inc. | Los Angeles, CA | Jan 2008 - Jul 2019 | 11 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2007 - Jul 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- CA
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Total Assets Under Management45,350MILLIONS
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Total Number of Accounts86,945ACCOUNTS
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Average Account Value$521,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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