Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Kim is a financial advisor with Merit Financial Advisors. Randall has been in the industry since July 1978 and has a broad range of experience, including investment advisory services, insurance, and consulting. Randall holds a Series 65, Series 63, Series 51, Series 24, Series 22TO, Series 6TO, and Series 7. Randall is also a Chartered Financial Consultant. Randall is committed to providing personalized financial advice to help clients achieve their financial 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.
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.
Consulting fees
1
2
GA
10/03/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
WA
08/12/2005 - 08/16/2024
LPL FINANCIAL LLC (ISSAQUAH WA)
NY
06/01/2005 - 08/18/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/25/1996 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
02/22/2001 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
MA
07/21/1978 - 07/17/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/21/1978 - 07/17/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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