Shawn Kim (CRD# 6802198) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hollencrest Capital Management | Newport Beach, CA | Feb 2021 - Current | 3 |
| Gamco Investors, Inc. | Rye, NY | Nov 2017 - Feb 2021 | 3 |
| G.research, LLC | Rye, NY | May 2017 - Feb 2021 | 3 |
| Focus Financial Partners | New York, NY | Feb 2014 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- CA
-
Total Assets Under Management2,370MILLIONS
-
Total Number of Accounts1,074ACCOUNTS
-
Average Account Value$2,206,633
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, NV, OR, TX, UT
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