Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kim is a registered Investment Advisor Representative with Impact Partnership Wealth, LLC. Lisa is a financial advisor with over 20 years of experience and is committed to providing personalized financial advice to her clients. Lisa's focus is on helping individuals and families achieve their financial goals through a variety of services, including financial planning, retirement planning, and investment management. Lisa also specializes in working with high-net-worth individuals. Lisa holds a Series 65 license and is a member of the Korean American Grocers Association of Maryland and Baltimore Hire Power.
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.
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.
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GA
09/05/2023 - Present
Impact Partnership Wealth, LLC (MARIETTA GA)
IA
Issued 08/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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