Rachel Jean Kim

Current Employers

Employment History

• 05/2023 → 04/2024
  The Vanguard Group, Inc.
  Plano, TX
• 01/2023 → 04/2023
  Randstad
  Plano, TX
• 06/2008 → 01/2023
  Unemployed
  Plano, TX
• 04/2024 → Present
  Kestra Investment Services, Llc
  Austin, TX
• 04/2024 → Present
  Kestra Advisory Services, Llc
  Austin, TX

Previous Registrations

• 2023-08-15 → 2024-04-09
  Vanguard Advisers, Inc.
  Plano, TX

Other Businesses

Bus Name: WDW FINANCIAL POSITION: Associate Financial Planner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/22/2024 ADDRESS: 2600 N. Central Expy, Suite 575, Richardson TX 75080, United States DESCRIPTION: Financial Planning Bus Name: KESTRA ADVISORY SERVICES LLC POSITION: IAR/Financial Planner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/22/2024 ADDRESS: 5707 Southwest Parkway, BLDG 2 Ste 400, Austin TX 78735, United States DESCRIPTION: IAR/Financial Planner Bus Name: WDW TAX SERVICES POSITION: Associate Financial Planner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No, # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/20/2025 ADDRESS: 2600 N. Central Expy, Suite 575, Richardson TX 75080, United States DESCRIPTION: As an employee of WDW Financial which owns WDW Tax Services I may be involved in servicing clients of WDW Tax Services in regards to tax planning.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-14

Other Names

• Rachel Jean Lykens