Brian Kim
Brian Kim is a registered investment advisor at Remotiv / Financial Soundings, based in Coconut Grove, FL, with 4 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 101 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Remotiv offers a managed account service where they decide how to invest an individual's plan account. Remotiv does not have a set fee schedule; fees are negotiated for each agreement. Fees might be measured by the number of individuals, a percentage of assets under management or advice, fixed amounts, or relate to business measures.
Location
3350 Virginia Street, 2nd Floor, Coconut Grove, FL, 33133-5336
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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 ActivitiesSells Insurance
Brian works as a SaaS Business Process Analyst for Skygen USA, a dental and vision insurance software company, since March 2024. This role takes nearly full-time hours, with minimal time spent during trading hours.
Employment History
Current Registrations
Remotiv / Financial Soundings
State Registrations1 state
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.