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Reesuk Isaac Kim

Golden State Wealth Management, LLC

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About Reesuk Isaac Kim

Reesuk Kim has been in the financial services industry since 2005 and has a diverse background in investments. Reesuk Kim holds licenses to provide investment advice and sell securities in multiple states, including California, Nevada, Oregon, Texas, and Virginia. Reesuk Kim currently works at Golden State Wealth Management, LLC, and has previously worked at Morgan Stanley and Citigroup Global Markets Inc. Reesuk Kim's background includes experience in non-variable insurance, financial planning, and portfolio management. Reesuk Kim's current role at Golden State Wealth Management, LLC involves working with individual clients, as well as businesses, pension and profit-sharing plans, and charitable organizations.

Firm Information

Reesuk Kim is currently registered with Golden State Wealth Management, LLC. Golden State Wealth Management, LLC is an investment advisor with over $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. They are headquartered in South Coast Metro, CA and have 51 investment advisor representatives. The firm has a wrap fee program.
Golden State Wealth Management, LLC

201 E. SANDPOINTE AVENUE

SOUTH COAST METRO, CA 92707

$1.69B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fee

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Reesuk Kim’s Registration & Firm History

CA

02/05/2016 - Present

Golden State Wealth Management, LLC (Torrance CA)

CA

06/01/2009 - 02/09/2016

MORGAN STANLEY (EL SEGUNDO CA)

CA

05/08/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (EL SEGUNDO CA)

NY

01/24/1997 - 04/20/1998

LG SECURITIES AMERICA, INC. (NEW YORK NY)

NY

11/15/1994 - 06/17/1996

PARIBAS CORPORATION (NEW YORK NY)

NY

04/20/1994 - 09/26/1994

BARCLAYS DE ZOETE WEDD INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/23/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/12/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 05/07/2008

Series 7 - General Securities Representative Examination

BC

Issued 11/29/1996

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Reesuk Isaac Kim.
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