Kevin Pak, financial advisor Studio City CA

Kevin Pak

CRD Number: 4264664
Current Firm: Unionbanc Investment Services, LLC

Kevin Pak (CRD# 4264664) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Studio City, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Los Angeles, CA Apr 2017 - Current 3
Bank Of America, N.a. Thousand Oaks, CA Sep 2011 - Apr 2017 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Thousand Oaks, CA Jun 2011 - Apr 2017 5
Unionbanc Investment Services Los Angeles, CA Dec 2005 - May 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin C. Pak
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,628
    MILLIONS
  • Total Number of Accounts
    4,894
    ACCOUNTS
  • Average Account Value
    $332,684
Compensation Options
  • A percentage of assets under your management
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)
Types of Clients
Registered States

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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