John Kim
John Kim is a registered investment advisor at LPL Financial LLC, based in Akron, OH, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4100 Embassy Parkway Ste 100, Akron, OH, 44333-1783
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2013Other Business ActivitiesSells Insurance
John has several outside business activities, including a law practice focused on estate tax law, collection services for the Attorney General of Ohio, and ownership in PBOC National, LLC (a race track rental company) and Relux Medical Spa, LLC. He also provides investment advisory services through Symphony Financial Services, Inc. and sells fixed insurance products, including individual disability and term, universal life.
Employment History
Current Registrations
LPL Financial LLC
Symphony Financial Services, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Financial Network Investment CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.