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WK

Woo D. Kang

LK WEALTH MANAGEMENT
Duluth, GA
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CRD#: 4642415
WK

Professional summary


Woo Don Kang is a registered financial advisor currently at LK WEALTH MANAGEMENT, LLC located in Duluth, Georgia.

Woo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Woo has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Woo Don Kang's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 9, 2013 - Present

LK WEALTH MANAGEMENT, LLC

RIA
CRD#: 168378
Duluth, GA
Past

November 27, 2012 - August 1, 2013

BCG SECURITIES, INC.

RIA
CRD#: 70
DULUTH, GA
Past

November 23, 2012 - August 1, 2013

BCG SECURITIES, INC.

BD
CRD#: 70
DULUTH, GA
Past

November 15, 2006 - October 31, 2012

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
ATLANTA, GA
Past

March 24, 2003 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
ATLANTA, GA
Past

March 24, 2003 - October 31, 2012

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ATLANTA, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(7/9/2013)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/2/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LW
LK WEALTH MANAGEMENT, LLC
LK INVESTMENT | LK WEALTH MANAGEMENT, LLC

CRD#: 168378 / SEC#:

Georgia
Registered Investment Advisory firm - (7/9/2013 Approved)
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Contact information


Main Address
Duluth, GA
Mailing Address
Phone number
(770) 931-8608
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts45
AUM (Assets Under Management)$ 18,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LK WEALTH MANAGEMENT, LLC

CRD#: 168378Duluth, GA

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