Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Sargent Kim is a financial advisor who has been in the industry since 1993. Kim is registered with Harbour Capital Advisors, LLC and is currently registered with the states of Virginia, Texas, and Florida. Kim holds Series 6 and Series 63 licenses and is a Chartered Financial Analyst. The advisor has a history of working with high-net-worth individuals and has an extensive background in portfolio management for individuals and pooled investment vehicles. The advisor also provides family office services.
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.
Personalized portfolio management to meet individual financial objectives.
Family office services
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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VA
08/01/2011 - Present
Harbour Capital Advisors, LLC (TYSONS CORNER VA)
NC
10/20/1994 - 08/19/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
01/19/1993 - 03/02/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 01/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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