Isaac Kim - CRPC®, CRPS®
Financial Advisor at LPL Financial- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Los Angeles Metropolitan Area
Languages
-
Korean Limited working proficiency
Topline Score
Bio
Generated by
Topline AI
No reviews to display
There are currently no reviews available.
No reviews to display
There are currently no reviews available.
No reviews to display
There are currently no reviews available.
No reviews to display
There are currently no reviews available.
0
/5.0 / Based on 0 ratingsFilter reviews by:
No reviews to display
There are currently no reviews available.
No reviews to display
There are currently no reviews available.
No reviews to display
There are currently no reviews available.
No reviews to display
There are currently no reviews available.
You need to have a working account to view this content.
Click here to join now
Credentials
-
FINRA Series 31 Held through LPL Financial.
FINRAJan, 2010- Sep, 2024 -
Chartered Retirement Plans Specialist, CRPS®
-Jul, 2009- Sep, 2024 -
Chartered Retirement Planning Counselor, CRPC®
-Jan, 2009- Sep, 2024 -
CA Insurance Lic. # 0G20587
-Jun, 2008- Sep, 2024 -
FINRA Series 66 Held through both LPL Financial and Golden State Wealth Management
FINRAMay, 2008- Sep, 2024 -
FINRA Series 7 Held through LPL Financial.
FINRAMay, 2008- Sep, 2024 -
FINRA Series 3 Held through LPL Financial.
FINRANov, 1996- Sep, 2024 -
FINRA Series 63 Held through LPL Financial.
FINRASep, 1994- Sep, 2024
Experience
-
LPL Financial
-
Financial Services
-
Financial Advisor
-
Feb 2016 - Present
-
-
-
Morgan Stanley
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Advisor
-
Mar 2008 - Feb 2016
-
-
-
-
Sales Director
-
Apr 2006 - Mar 2008
-
-
-
IMS Health
-
United States
-
Hospitals and Health Care
-
700 & Above Employee
-
Director New Business Development
-
Mar 2002 - Dec 2005
-
-
Education
-
University of Michigan College of Literature, Science, and the Arts
BA, Economics -
University of Maryland Global Campus
BS, Accounting
Community
You need to have a working account to view this content.
Click here to join now