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Kam-Lin Kok

PROFESSIONAL FINANCIAL STRATEGIES, INC·PITTSFORD, New York
Unclaimed Profile
1159 PITTSFORD-VICTOR RD, PITTSFORD, NY 14534-3827CRD# 4645967Firm CRD# 125580
01

About

Kam-Lin Kok is a registered financial advisor based in PITTSFORD, New York, affiliated with PROFESSIONAL FINANCIAL STRATEGIES, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROFESSIONAL FINANCIAL STRATEGIES, INC
PROFESSIONAL FINANCIAL
AUM
$192M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PROFESSIONAL FINANCIAL STRATEGIES, INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4645967
Firm CRD# 125580
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kam-Lin Kok offer?
Kam-Lin Kok specializes in Financial Planning, Investment Management. Contact their office in PITTSFORD, New York for a consultation.
What are Kam-Lin Kok's credentials?
Kam-Lin Kok is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kam-Lin Kok located?
Kam-Lin Kok is based in PITTSFORD, New York, working with PROFESSIONAL FINANCIAL STRATEGIES, INC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Kam-Lin Kok charge for services?
Kam-Lin Kok's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROFESSIONAL FINANCIAL STRATEGIES, INC?
PROFESSIONAL FINANCIAL STRATEGIES, INC has approximately 4 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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