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CK

Choeng M. Kim

ALLMERITS ASSET
Buena Park, CA 90621
Some features on this profile are disabled
CRD#: 5827438
CK

Professional summary

Choeng Mo Kim is a registered financial advisor currently at ALLMERITS ASSET, LLC located in Buena Park, California.

Choeng is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Choeng has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

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.
INSURANCE AGENT; MEDICARE AND HEALTHCARE INSURANCE (HEALTHCARE PRODUCTS); INVESTMENT RELATED; LOS ANGELES, CA; 2012; 20 HRS/WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Choeng Mo Kim'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

January 16, 2025 - Present

ALLMERITS ASSET, LLC

Office #1: 6281 Beach Blvd Suite 116, Buena Park, CA 90621
RIA
CRD#: 309523
Buena Park, CA
Past

November 11, 2013 - September 10, 2014

SH INVESTMENT & SECURITIES

BD
CRD#: 123074
LOS ANGELES, CA
Past

November 23, 2011 - June 14, 2012

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SAN MATEO, CA
Past

November 16, 2010 - October 13, 2011

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
SAN MATEO, CA

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
California
(1/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/4/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/23/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 11/15/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AA
ALLMERITS ASSET, LLC
ALLMERITS ASSET, LLC

CRD#: 309523 / SEC#:

California
Registered Investment Advisory firm - (8/31/2020 Approved)
Nevada
Registered Investment Advisory firm - (1/4/2024 Approved)
New Jersey
Registered Investment Advisory firm - (7/27/2023 Approved)
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Contact information

Main Address
6281 Beach Blvd Suite 116, Buena Park, CA 90621
Mailing Address
Phone number
(714) 266-0000
Established
Firm type
Fiscal year end
# of Employees
12

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts121
AUM (Assets Under Management)$ 11,162,973

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

ALLMERITS ASSET, LLC

CRD#: 309523Buena Park, CA 90621

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