Advisor at Symphony Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Symphony Financial Services, Inc.
Location
Akron, OH 44333
Credentials
Series 63, Series 65
Industry experience
30 years
John Kim is a financial advisor with Symphony Financial Services, Inc. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Kim & Associates, LLC since 2012 and the Ohio Attorney General's Office since 2011. In addition to his advisory work, he operates a law practice specializing in estate tax law and is involved in organizing amateur race track events through the Porsche BMW Owners Club. Symphony Financial Services serves individuals, trusts, pension and profit-sharing plans, and business entities, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific approach that tailors asset allocation and investment strategies to individual objectives and risk tolerance, utilizing a range of instruments including stocks, bonds, ETFs, options, and derivatives.
Based on Symphony Financial Services, Inc.
Based on Symphony Financial Services, Inc.
Flat fees range from $500 to $5,000 for Financial Planning & Consulting; $1,000 to $10,000 for Retirement Plan Consulting
Representatives may earn commissions as registered representatives of LPL on securities sales outside advisory accounts
Maximum hourly fee $300 for Financial Planning & Consulting and Retirement Plan Consulting
Minimum fee: Written financial plans generally assessed a minimum fee of $250 Fee-only: Financial Planning & Consulting: hourly fee up to $300/hour; flat fees range from $500 to $5,000; Retirement Plan Consulting: hourly fee up to $300/hour; flat fees range from $1,000 to $10,000
4100 Embassy Parkway, Suite 100
Akron, OH 44333
Georgia · Indiana · Ohio · Texas
Kim & Associates, LLC
2012 - Present (14 years)
Ohio Attorney General's Office
2011 - Present (15 years)
Symphony Financial Services, Inc.
2009 - Present (17 years)
LPL Financial
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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