Philip
Kim
Equitable Advisors, LLC
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About this Advisor
Philip Kim is a financial advisor working out of Scottsdale, Arizona who has 15 years of relevant experience. Kim is on the advisory team at Equitable Advisors, LLC. Throughout their career, Kim has worked at Axa Advisors, LLC and Equitable Advisors, LLC. Kim holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Arizona, California, Colorado, Florida, Maine, Michigan, Minnesota, Nevada, New Mexico, New York, North Carolina, North Dakota, Oregon, Texas and Washington. Equitable Advisors, LLC is an advisory business that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 people on staff. It oversees $25 billion in assets across its 75,222 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 177 charitable organizations. Of its 75,222 customer accounts, 42% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Equitable Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically vary depending on which services are provided. However, fee types billed by Equitable Advisors, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$24,555,313,983
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
5,251
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75,222
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$326,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Philip Kim Work History
Philip has been registered as a financial advisor for 15 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Philip Kim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Equitable Advisors, LLC
Falls Church, VA
Golden, CO
Edison, NJ
Mount Pleasant, SC
Trussville, AL
Dallas, TX
Selma, AL
Cary, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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