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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Christopher Kim is an investment advisor representative and principal at World Investment Advisors, LLC. John has been in the financial services industry for over 18 years and is registered with the state of California and Texas. John has Series 7, 24, 66 and SIE licenses. John is a licensed insurance broker and has experience providing fixed insurance products for individuals and group benefits. He also has expertise in managing practice operations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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CA
08/23/2021 - Present
World Investment Advisors, LLC (San Ramon CA)
CA
08/03/2004 - 08/25/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
IN
08/03/2004 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 06/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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