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Robert Kim

Valic Financial Advisors, Inc.

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About Robert Kim

Robert Kim is an investment advisor representative registered with Valic Financial Advisors, Inc. Robert has over 20 years of experience in the financial services industry and has held various positions at several firms. Robert has been registered with the state of Georgia since 2024. Robert offers investment advice, financial planning, and other related services.

Firm Information

Robert Kim is currently registered with Valic Financial Advisors, Inc.. Valic Financial Advisors, Inc. is a corporation formed in November 1996, headquartered in Houston, Texas. The firm offers financial planning, portfolio management for individuals, and selection of other advisers, among other services. They also have a wrap fee program and manage assets for both high-net-worth individuals and individuals other than high-net-worth. The firm is registered with the SEC and has a total of 52 state registrations. As of the most recent reporting period, the firm reported approximately $25.25 billion in regulatory assets under management.
Valic Financial Advisors, Inc.

2929 ALLEN PKWY; L7-20

HOUSTON, TX 77019

$25.25B

Assets Under Management

12

Total Clients

1,266

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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recommend wrap accounts to clients

Recommend wrap accounts to clients

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Robert Kim’s Registration & Firm History

GA

09/11/2024 - Present

Valic Financial Advisors, Inc. (ATLANTA GA)

GA

08/30/2023 - 09/04/2024

J.P. MORGAN SECURITIES LLC (ATLANTA GA)

GA

05/02/2017 - 07/26/2023

AMERICAN GLOBAL WEALTH MANAGEMENT, INC. (Atlanta GA)

GA

01/09/2009 - 03/06/2017

PLANMEMBER SECURITIES CORPORATION (ATLANTA GA)

GA

10/19/2005 - 12/31/2008

CBIZ FINANCIAL SOLUTIONS, INC. (ATLANTA GA)

TX

06/11/2003 - 04/26/2005

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

IN

10/25/2002 - 06/13/2003

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

10/25/2002 - 06/13/2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NY

11/15/2001 - 11/01/2002

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/21/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Kim.
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