Laurence Kim, financial advisor Needham MA

Laurence Kim

CRD Number: 2365738
Current Firm: Fidelity Institutional Wealth Adviser LLC

Laurence Kim (CRD# 2365738) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Needham, MA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Boston, MA Nov 2008 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S66 NASAA Uniform Combined State Law Examination Mar 2005
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Laurence L. Kim
Phone Number: 617-563-7000
Registered State(s):
  • MA
  • TX
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
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CT, MA, RI, TX

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