Bernadette
Kim
Transamerica Financial Advisors, Inc
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About this Advisor
Bernadette Kim is a financial advisor based in Edinburg, Texas, working with Transamerica Financial Advisors, Inc. Bernadette has previously held positions at Wfgia, Bernadette Kim Financial Services Inc, Moon Young Enterprise LLC, Tokyo Restaurant LLC, Tokyo Asian Market, LLC, Mbk Enterprise Inc, Bkim Health Insurance Service Dba, Debtmerica LLC, Transamerica Financial Advisors, Inc, Heartland Institute Of Financial Education, Fund The Future College Planning Program By Heartland Institute, Lspn, World System Builders (Wsb), Acumen Insurance Group, LLC, Provide Medicare Advantage Plan, and National Association Of Registered Social Security Analysts. Bernadette has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Bernadette is part of Transamerica Financial Advisors, Inc, which operates out of Edinburg, Texas. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bernadette Kim Work History
Lspn
National Association Of Registered Social Security Analysts
Provide Medicare Advantage Plan
World System Builders (Wsb)
Transamerica Financial Advisors, Inc
Heartland Institute Of Financial Edcuation
Fund The Future College Planning Program By Heartland Institut O
Bkim Health Insurance Service Dba
Tokyo Asian Market, LLC
Mbk Enterprise Inc
Bernadette Kim Financial Services Inc
Moon Young Enterprise LLC
Wfgia
Acumen Insurance Group,LLC
Debtmerica LLC
Tokyo Restaurant LLC
Disclosures
Please visit the SEC profile of Bernadette 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 Transamerica Financial Advisors, Inc
Portland, OR
Tampa, FL
Cedar Rapids, IA
Englewood, CO
Port Jefferson Station, NY
Cincinnati, OH
Falls Church, VA
Ontario, CA
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