Sarah Kim is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Danville, CA, with 19 years of industry experience. Sarah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4115 Blackhawk Plaza Circle, Suite 100, Danville, CA, 94506
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sarah owns and manages rental properties with her husband through The Kim Family Revocable Trust since 2013. This takes a few hours per week and does not occur during SEC trading hours.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.
Exams
More Advisors
- Anthony Schliesser, CFPThe Pacific Center for Financial Services
- John Seo, CFPSteward Partners Investment Advisory, LLC
- Matthew Dublin, CFATrue North Advisors, LLC
- Cynthia Miller, CFPGreykasell Wealth Strategies, INC.
- Scott Lucia, CFPAndrews, Lucia Wealth Management LLC
- Kathleen Kovar, PFS