Joshua Kim is Registered Investment Adviser, Equity Services, Inc., specializing in the areas of investment management, retirement planning, and estate planning.
He is a Certified Public Account in California and Colorado. He is also a Certified Financial Planner. He has a B.S. degree in Business Administration and a Master degree in Business from USC.
He comes from a diverse background. Prior to joining Worthington Financial Partners, he worked as an investment advisor for Merrill Lynch. He also worked for Wells Fargo Bank in its commercial real estate department for a decade. He also taught several corporate finance classes at Pepperdine University.
Joshua is a Registered Representative and Investment Adviser Representative of Equity Services Inc. Securities and Investment Advisory services are offered solely by Equity Services Inc. Member FINRA/SIPC. 9515 Deereco Rd, Suite 700, Timonium, Maryland 21093. Telephone 410-527-1292. Worthington Financial Partners is Independent of Equity Services Inc.
Tax advice and accounting services are offered independently of Equity Services, Inc.
He is life and health licensed in California* and Colorado.
*CA Insurance Agent Lic. # 4018123