Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Pfeifer Ip is an Investment Advisor Representative with Evoke Advisors. Kim has been working in the financial services industry since 1987. Kim's background includes experience with First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lehman Brothers Inc. Kim is licensed to provide investment advice in California. Kim's areas of expertise include financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Kim also provides pension consulting, educational seminars, and publication of periodicals.
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.
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.
Administrtive service, financial planning, and sub-advisory fees
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2
CA
06/04/2019 - Present
Evoke Advisors (RANCHO SANTA FE CA)
CA
01/25/2013 - 06/04/2019
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN DIEGO CA)
CA
06/18/2003 - 05/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
NY
07/08/1999 - 09/10/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/17/1988 - 02/07/1989
SHEARSON LEHMAN HUTTON INC.
NA
12/22/1987 - 08/08/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
12/22/1987 - 03/11/1988
FIRST MONTAUK SECURITIES CORP.
BC
Issued 01/23/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2013
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/10/2012
Series 3 - National Commodity Futures Examination
BC
Issued 07/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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