LPL Financial
47yrs
Top advisor by experience in San Diego
21yrs
Danilo Kim
Financial advisor at Sovran Advisors
Danilo Kim is a fiduciary financial advisor in San Diego, California, with 21 years in the industry. Danilo joined Sovran Advisors in 2024, after seven years at MML Investors Services and 12 years at MSI Financial Services. Danilo holds the CFP® designation.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors nationwide
Office3131 Camino Del Rio N. Suite 800, San Diego, CA 92108
FirmSovran Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$440,191
Advisors at the firm62
States licensed ?1 state
Services through Sovran Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowSovran Advisors, LLCCurrent firm
- 2017 – 2024MML Investors Services, LLCPreviously
- 2005 – 2017MSI Financial Services, Inc.Previously
Contact Danilo
(619) 281-9890Sovran Advisors main office 3131 Camino Del Rio N. Suite 800San Diego, CA 92108Office · Get directions Firm websitewww.wealthadvisorysolutions.net
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Questions to ask Danilo
Tailored to Danilo’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Danilo
How do I contact Danilo?
Call Sovran Advisors at (619) 281-9890 and ask for Danilo Kim. Danilo works from the San Diego, CA office.
How long has Danilo been a financial advisor?
Danilo has been in the industry since 2005, about 21 years. More experience than 64% of advisors nationwide.
What licenses does Danilo hold?
Series 66. Tap any license on this page to see what it allows.
Is Danilo a fiduciary?
Danilo is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danilo paid?
Sovran Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Danilo 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.
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