Taeyoon KimCRD Number: 5319808
Current Firm: Securian Financial Services, Inc.
Taeyoon Kim (CRD# 5319808) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Newport Beach, CA and has over 7 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Tax & Financial Group||Newport Beach, CA||Aug 2012 - Current||4|
|Minnesota Life Insurance Company||St. Paul, MN||Apr 2009 - Current||7|
|Securian Financial Services||St. Paul, MN||Apr 2009 - Current||7|
|Del Mar Financial||San Diego, CA||Apr 2009 - Aug 2012||3|
|Metlife Securities Inc.||San Diego, CA||Dec 2008 - Apr 2009||< 1|
|Bank Of America||San Diego, CA||Jan 2008 - Sep 2008||< 1|
|Aig Financial Advisors, Inc.||San Diego, CA||Aug 2007 - May 2008||< 1|
|Bestech Trading Usa||San Diego, CA||Jun 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2009|
|S65||NASAA Investment Advisors Law Examination||Jun 2009|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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)
- 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
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