Susie Ing, financial advisor Honolulu HI
93 score

Susie Ing

CRD Number: 1179535
Current Firm: Yim Investment Management, LLC

Susie Ing (CRD# 1179535) is an Investment Advisor Representative working at Yim Investment Management, LLC in Honolulu, HI and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors Norcross, GA Jul 2010 - Current 6
Yim Investment Management, LLC Honolulu, HI Oct 2005 - Current 11
Cambridge Investment Research, Inc. Fairfield, IA Sep 2005 - Jul 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Susie L. Ing
Phone Number: 808-955-8800
Firm Website:
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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