Sun Min

Equity Services, Inc

Investment Advisor
in Fairfax, VA

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About this Advisor

Sun Min Kim is a certified financial planner operating in Fairfax, Virginia who has 3 years of relevant experience. Kim currently works for Equity Services, Inc. Throughout their career, they have worked at Equity Services Inc, National Life Group, Self Employed Freelance Translator, New York Life Insurance Company, Unemplyed, Samchully Es, Inc and Neoimmunetech. Kim holds a Series 63 license, certifying them as a securities representative, and is registered to serve investors in Virginia. Equity Services, Inc is a financial advisory business based in Montpelier, VT. The firm has offices in 220 locations and a total of 440 financial advisors. It administers $2 billion in assets among its 11,317 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to five charitable organizations. Of its 11,317 accounts, 23% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services are offered. Fee types billed by Equity Services, Inc likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations


Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

3959 Pender Dr Ste 300
Fairfax, VA 22030

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Equity Services, Inc Brokerage Details

Total Assets Under Management


VA Average: $4,257,716,217
Total Number of Employees


VA Average: 30
Total Number of Accounts


VA Average: 868
Average Account Size


VA Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Sun Min Kim Work History

Sun Min has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Equity Services Inc

2019 - Present (5 years)


2017 - Present (7 years)

National Life Group

2016 - Present (8 years)

Self Employed Freelance Translator

2016 - 2016 (< 1 year)

New York Life Insurance Company

2014 - 2015 (1 year)


2013 - 2013 (< 1 year)

Samchully Es, Inc

*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.


Please visit the SEC profile of Sun Min Kim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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

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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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