Eunjoo Kim
Investment adviser representative at Transamerica Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- NavmarketOct 2026 to now
- Fallon Health CompanyApr 2026 to now
- Blue Cross Blue Shield RegenceDec 2025 to now
- Tufts Health PlanNov 2024 to now
- Wellcare Health PlansNov 2024 to now
- AetnaAug 2024 to now
- Kaiser PermanenteAug 2024 to now
- Hsa InsuranceJan 2024 to now
- HealthsherpaOct 2023 to now
- Transamerica Financial Advisors, LLCJul 2021 to now
- United HealthcareJun 2021 to now
- WfgiaSep 2016 to now
- National Health Insurance ComapnyOct 2020 to Nov 2023
- Massachusetts General HospitalJan 2018 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OR).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7416007
- Firm CRD
- 16164