Sebastian KimCRD Number: 5761771
Current Firm: Eagle Strategies LLC
Sebastian Kim (CRD# 5761771) is an Investment Advisor Representative working at Eagle Strategies LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.
Awm Capital, LLC
Aqua Capital Advisors
Bluepoint Wealth Advisors
|Eagle Strategies LLC||Los Angeles, CA||Jun 2019 - Current||3|
|Vesta Financial & Insurance Services||Los Angeles, CA||Feb 2019 - Current||3|
|Nylife Securities LLC||Los Angeles, CA||May 2010 - Current||12|
|New York Life Insurance Company||Los Angeles, CA||Feb 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2010|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management18,110MILLIONS
Total Number of Accounts84,457ACCOUNTS
Average Account Value$214,423
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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