Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Chang soo Kim is an investment advisor representative with Diversify Advisory Services, LLC. Leon has been in the industry for over 10 years. Leon Kim is registered with the state of California and holds a Series 65 license. Diversify Advisory Services, LLC specializes in providing financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm manages over $2.8 billion in assets and has over 13,000 accounts.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
04/25/2024 - Present
Diversify Advisory Services, LLC (LOS ANGELES CA)
IA
Issued 09/13/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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