Rex Kim
Financial advisor at Merrill
Rex Kim has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Los Angeles, California. After a year at Banc of America Investment Services, Rex joined Merrill in 2009, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Services through Merrill
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMerrillCurrent firm
- Feb 2009 – Oct 2009Banc of America Investment Services, Inc.Previously
Contact Rex
333 S Hope StLos Angeles, CA 90071Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Rex
Tailored to Rex’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Rex
How do I contact Rex?
Call Merrill at (800) 637-7455 and ask for Rex Kim. Rex works from the Los Angeles, CA office.
How long has Rex been a financial advisor?
Rex has been in the industry since 2002, about 24 years. More experience than 73% of advisors in Los Angeles.
What licenses does Rex hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Rex a fiduciary?
Rex is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rex paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Rex for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.