Theresa Kim, financial advisor Virginia Beach VA
90 score

Theresa Kim

CRD Number: 5957939
Current Firm: Waddell & Reed

Theresa Kim (CRD# 5957939) is an Investment Advisor Representative working at Waddell & Reed in Virginia Beach, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Paul Day Virginia Beach, VA Jan 2016 - Current < 1
Various Insurance Carriers For W&r Insurance Agencies Chesapeake, VT Oct 2011 - Current 5
Waddell & Reed, Inc. Virginia Beach, VA Jul 2011 - Current 5
Golden Growth, Inc. Chesapeake, VA Oct 2000 - Current 16
Unemployed Chesapeake, VA Mar 2011 - Jul 2011 < 1
Kcy Corp Virginia Beach, VA Oct 1996 - Mar 2011 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Theresa Y. Kim
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • HI
  • NC
  • OH
  • SC
  • VA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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