Cetera Investment Advisers LLC
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About this Advisor
Paul Kim is an advisor who lives in Los Angeles, California. Currently a registered advisor at Cetera Investment Advisers LLC, Kim has 12 years of professional experience in the financial advisory industry. Kim maintains Series 63 and Series 66 licenses, qualifying them as a securities broker. Kim can advise customers in California. Throughout their career, they have worked at Hsbc Bank Usa, Na, Hsbc Bank Usa N.A, Hsbc Securities (Usa) Inc, Bbcn Bank, Lpl Financial LLC, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Bank Of Hope. Cetera Investment Advisers LLC is headquartered in Los Angeles, California, and operates out of 1,614 locations across the country. As a firm, Cetera Investment Advisers LLC oversees $10 billion in assets covering 54,906 accounts and retains more than 2,072 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 39,280 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 14% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Cetera Investment Advisers LLC can offer 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. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cetera Investment Advisers LLC Brokerage Details
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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
Paul Kim Work History
Paul has 13 years of experience.
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Bank Of Hope
Lpl Financial LLC
Hsbc Securities (Usa) Inc
Hsbc Bank Usa N.A
Hsbc Bank Usa, Na
Paul Kim has no disclosures.
Please visit their SEC profile for more details.
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