Luis Young Kim

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 12/2024
  Transamerica Financial Advisors, Inc
  Cedar Rapids, IA
• 05/2025 → Present
  Truist Investment Services, Inc.
  Richmond, VA
• 05/2025 → Present
  Truist Advisory Services, Inc.
  Richmond, VA
• 01/2025 → 04/2025
  Unemployed
  Buford, GA

Previous Registrations

• 2016-08-03 → 2024-12-10
  Transamerica Financial Advisors, Llc
  St Petersburg, FL
  Johns Creek, GA
  Buford, GA
  Cedar Rapids, IA
  Buford, GA
• 2011-12-21 → 2016-07-05
  Fsc Securities Corporation
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2011-12-20
• S63 Uniform Securities Agent State Law Examination
  2002-04-22

Other Names

• Luis Young Jin Kim
• Luis Yong Kim
• Luis Young Kim