Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vernon? Claim Your ProfileVernon Kim is a financial advisor at LPL Financial LLC in Frisco, TX. Vernon has been in the industry since 1993 and has extensive experience working with clients in Texas and beyond. Vernon has a Series 7, Series 63, and SIE license, as well as registrations in several states. Vernon specializes in working with individuals, businesses, and institutions to develop and implement customized financial plans that meet their specific needs.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
04/03/2024 - Present
LPL Financial LLC (FRISCO TX)
TX
01/01/2008 - 04/16/2024
WELLS FARGO CLEARING SERVICES, LLC (FRISCO TX)
TX
08/30/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FRISCO TX)
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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