John Kim (CRD# 2399257) is an Investment Advisor Representative working at Giving Tree Wealth Advisors in San Ramon, CA and has over 30 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Giving Tree Wealth Advisors | San Ramon, CA | Jan 2021 - Current | 3 |
| Kim Financial Advisors, Inc. | San Ramon, CA | Apr 2001 - Current | 23 |
| Lpl Financial LLC | San Ramon, CA | Sep 2014 - Sep 2020 | 6 |
| Financial Telesis Inc. | San Rafael, CA | Mar 2004 - Sep 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S65 | NASAA Investment Advisors Law Examination | May 1998 |
- CA
-
Total Assets Under Management101MILLIONS
-
Total Number of Accounts277ACCOUNTS
-
Average Account Value$365,207
- A percentage of assets under your management
- Hourly charges
- 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)
CA
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