Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim S. Houck is a financial advisor with LPL Financial LLC. Kim has been in the industry since September 30, 2004. Kim holds the Series 66, Series 7 and SIE licenses. Kim is registered in 15 states, including Pennsylvania, Texas, California, and Florida. Kim is affiliated with Members 1st Federal Credit Union and Members 1st Investment Services. Kim specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations. Kim's approach to financial planning is personalized and tailored to each client's individual needs and goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
02/14/2018 - Present
LPL Financial LLC (DILLSBURG PA)
PA
03/05/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (DILLSBURG PA)
PA
09/30/2004 - 03/03/2009
CUSO FINANCIAL SERVICES, L.P. (HARRISBURG PA)
BOTH
Issued 11/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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