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Christine H Kim

Allmerits Asset, LLC

Buena Park, CA

CRD 7352639

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Employer firm

Allmerits Asset, LLC CRD 309523

$18.9M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • FINANCIAL CONSULTING

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

Current Employers
Allmerits Asset, Llc

6281 Beach Blvd Suite 116, Buena Park, CA 90621 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-03-19
  • CA RA
    APPROVED
    Since 2021-03-19

Branch Locations

6281 Beach Blvd Suite 116, Buena Park, CA 90621 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chk Financial & Insurance Services Diamond Bar CA 05/2015 Present
Baskin Robbins West Covina CA 04/1998 Present
Allmerits Asset, Llc Buena Park CA 03/2021 Present
  • 05/2015 → Present
    Chk Financial & Insurance Services
    Diamond Bar, CA
  • 04/1998 → Present
    Baskin Robbins
    West Covina, CA
  • 03/2021 → Present
    Buena Park, CA
Other Businesses

CHK FINANCIAL & INSURANCE SERVICES; INVESTMENT RELATED; DIAMOND BAR, CA; PRESIDENT/CEO & INSURANCE AGENT; TIME SPENT: 80 HRS/MONTH, 80 HRS/TRADING; LIFE INSURANCE SALE & RETIREMENT PLANNING SERVICES THAT INCLUDE SALES, PROSPECTS, HOLDING SEMINARS, ETC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-18
  • S65 Uniform Investment Adviser Law Examination
    2021-02-18
Other Names
  • Hye Sung Suh
  • Christine Heysung Suh

View on SEC IAPD

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