Adam Kim
Adam Kim is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fresno, CA, with 25 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
575 E Locust Ave., Ste 202, Fresno, CA, 93720
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2023Other Business ActivitiesSells Insurance
Adam is an independent insurance agent for various independent insurance agencies, dedicating minimal time to this activity. He also works as an advisory representative of a RIA, uses a trade name/DBA called Strada Financial, and provides referrals and consulting services as a Ramsey SmartVestor Pro, dedicating full-time hours to these investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Atel Securities CorporationBroker
Claymore Advisors, LLC
Claymore Securities, INC.Broker
Old Mutual Investment PartnersBroker
Nylife Distributors INC.Broker
Transamerica Capital, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.