National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile
vector VERIFIED

Serena Kim

Prudential

2173 Salk Ave
Suite 250 #42

location-iconCarlsbad, CA 92008

call-icon760-930-7629

About Prudential

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.

See Disclosures

General Information

Firm Start Year

CRD#

6379220

Firm CRD#

8733

Qualifications & Membership

Securities Licenses

Series 6, Series 65, Series 7, Series 63

Compensation and Fees

Fee Structure

Fee-Based

Disclosures

RetirementPlanning.net provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf