Isaac Kim - CRPC®, CRPS®
Financial Advisor at LPL Financial- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Los Angeles Metropolitan Area
Languages
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Korean Limited working proficiency
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Credentials
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FINRA Series 31 Held through LPL Financial.
FINRAJan, 2010- Nov, 2024 -
Chartered Retirement Plans Specialist, CRPS®
-Jul, 2009- Nov, 2024 -
Chartered Retirement Planning Counselor, CRPC®
-Jan, 2009- Nov, 2024 -
CA Insurance Lic. # 0G20587
-Jun, 2008- Nov, 2024 -
FINRA Series 66 Held through both LPL Financial and Golden State Wealth Management
FINRAMay, 2008- Nov, 2024 -
FINRA Series 7 Held through LPL Financial.
FINRAMay, 2008- Nov, 2024 -
FINRA Series 3 Held through LPL Financial.
FINRANov, 1996- Nov, 2024 -
FINRA Series 63 Held through LPL Financial.
FINRASep, 1994- Nov, 2024
Experience
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Shores Financial LLC
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Feb 2016 - Present
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Mar 2008 - Feb 2016
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Sales Director
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Apr 2006 - Mar 2008
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IMS Health
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United States
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Hospitals and Health Care
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700 & Above Employee
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Director New Business Development
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Mar 2002 - Dec 2005
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Education
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University of Michigan College of Literature, Science, and the Arts
BA, Economics -
University of Maryland Global Campus
BS, Accounting
Community
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