Byung
Kim

Transamerica Financial Advisors, Inc

CRD#5752989
Investment Advisor
in Short Hills, NJ

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About this Advisor

Byung Kim is a financial advisor in Short Hills, New Jersey. Currently an investment advisor with Transamerica Financial Advisors, Inc, Kim has 10 years of practice as a financial advisor. Kim holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Kim can operate based out of New Jersey and Texas. The advisor has gained experience at Axa Advisors, LLC, World Financial Group, Inc, Transamerica Financial Advisors, Inc and Byung W. Kim Health Insurance. Transamerica Financial Advisors, Inc is based out of Short Hills, New Jersey, and has 320 other brick-and-mortar locations throughout the country. In aggregate, Transamerica Financial Advisors, Inc oversees $1 billion in assets dispersed across 54,800 accounts and employs more than 1,266 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 840 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Transamerica Financial Advisors, Inc can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions

Disclosures

Yes

Office Location

830 Morris Turnpike Suite 208
Short Hills, NJ 07078

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,297,641,409

NJ Average: $1,855,561,029
Total Number of Employees

1,266

NJ Average: 62
Total Number of Accounts

54,800

NJ Average: 2,474
Average Account Size

$23,680

NJ Average: $750,025

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Byung Kim Work History

Byung has 10 years of experience.

2016 - Present (5 years)

World Financial Group, Inc

2016 - Present (5 years)

Transamerica Financial Advisors, Inc

2016 - Present (5 years)

Byung W. Kim Health Insurance

2010 - 2016 (6 years)

Axa Advisors, LLC

Disclosures

Byung Kim has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Roger Cortes
Alviso, CA
Weiping Tang
Bellevue, WA
Sammy Battle
Cranford, NJ
Jeremiah Gregory
Tucson, AZ
Peter Tang
San Gabriel, CA
Tyler Chamberlain
Maumee, OH
Li Ma
Alviso, CA
Avi Crane
Laguna Hills, CA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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