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Sangmin Kim

Integrity Advisory Solutions

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About Sangmin Kim

Sangmin Kim is a financial advisor at Integrity Advisory Solutions. Sangmin is based in Burlington, NC and has been in the industry for over five years. Sangmin is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Sangmin is registered to provide investment advice in Alabama and Michigan. Sangmin has previously worked at Charles Schwab & Co., Inc. and Royal Alliance Associates, Inc. Sangmin's previous and current employment experience includes providing investment advice to individuals and high net worth individuals. Sangmin also offers financial planning services. In addition to advisory services, Sangmin is also licensed to provide insurance services.

Firm Information

Sangmin Kim is currently registered with Integrity Advisory Solutions. Integrity Advisory Solutions is a Dallas, TX-based registered investment advisor with approximately $147,498,323 in regulatory assets under management. The firm provides financial planning, selection of other advisors, and portfolio management for individuals and high-net-worth individuals. Integrity Advisory Solutions also offers consulting services and participates in a wrap fee program. They have a total of 783 accounts, including 783 discretionary accounts and 0 non-discretionary accounts. The firm has 24 licensed agents, 35 investment adviser representatives, 23 registered representatives, 39 investment advisory functions, and 17 adviser representatives for other investment advisors.
Integrity Advisory Solutions

1445 ROSS AVE FL 55

DALLAS, TX 75202

$147.50M

Assets Under Management

Not reported

Total Clients

50

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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consulting services

Consulting services

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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Sangmin Kim’s Registration & Firm History

TX

02/20/2024 - Present

Integrity Advisory Solutions (DALLAS TX)

MI

11/26/2018 - 01/19/2024

CHARLES SCHWAB & CO., INC. (Novi MI)

MI

11/02/2018 - 11/15/2018

ROYAL ALLIANCE ASSOCIATES, INC. (SOUTHFIELD MI)

MI

04/30/2018 - 11/02/2018

SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)

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Licenses & Designations

BOTH

Issued 08/03/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sangmin Kim.
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