Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harrison? Claim Your ProfileHarrison Griffin Kim is an Investment Advisor Representative at Cerity Partners LLC, with experience in the financial services industry. Harrison is licensed in California and holds the Series 7, Series 63, and Series 65 licenses. Harrison previously worked as a Financial Advisor at Charles Schwab & Co., Inc. in Austin, Texas. Harrison specializes in working with high-net-worth individuals, corporations, and charitable organizations. In addition to portfolio management, Harrison provides a variety of financial planning services, including tax planning, bill payment, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/13/2023 - Present
Cerity Partners LLC (Mill Valley CA)
TX
02/12/2018 - 08/13/2019
CHARLES SCHWAB & CO., INC. (Austin TX)
IA
Issued 11/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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