Hye
Kim

Transamerica Financial Advisors, Inc

CRD#4669108
Investment Advisor
in Bellevue, WA

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About this Advisor

Hye Kim is a financial advisor based in Bellevue, Washington, working with Transamerica Financial Advisors, Inc. Hye has previously held positions at Wfgia, Transamerica Financial Advisors, Inc, Safe Harbor Health Insurance Services, Inc, Rsvp Real Estate, Hife College Planning Program, Connexion Insurance Solutions, Hye Soon Kim - Health Insurance, and Realty Executives. Hye has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Hye is part of Transamerica Financial Advisors, Inc, which operates out of Bellevue, Washington. 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 the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

13010 Ne 20Th St Ste 100
Bellevue, WA 98005

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

WA Average: 62
Total Number of Accounts

45,001

WA Average: 2,474
Average Account Size

$35,987

WA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Hye Kim Work History

2019 - Present (6 years)

Rsvp Real Estate

2016 - Present (9 years)

Hye Soon Kim - Health Insurance

2014 - Present (11 years)

Connexion Insurance Solutions

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2004 - Present (21 years)

Wfgia

2019 - 2019 (< 1 year)

Realty Executives

2014 - 2017 (3 years)

Hife College Planning Program

2013 - 2015 (2 years)

Safe Harbor Health Insurance Services, Inc

2013 - 2019 (6 years)

Rsvp Real Estate

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Hye 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

Gregory Clingerman
Dayton, OH
Jason Nunez
Dallas, TX
Steven Smith
Portland, OR
Junwei Liu
West Covina, CA
Angel Vidal
Port Jefferson Station, NY
Donald Coombs
Concord, CA
Jonathan Fonash
Cedar Rapids, IA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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