Edward Shim, financial advisor Midland TX
89 score

Edward Shim

CRD Number: 6264226
Current Firm: Syntal Capital Partners, LLC

Edward Shim (CRD# 6264226) is an Investment Advisor Representative working at Syntal Capital Partners, LLC in Midland, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Syntal Capital Partners, LLC Midland, TX Oct 2013 - Current 3
Drobny Global Asset Management Manhattan Beach, CA Jun 2013 - Sep 2013 < 1
Unemployed San Diego, CA Jan 2012 - Jun 2013 1
Royal Bank Of Scotland London, Mar 2008 - Jan 2012 3
Unemployed San Diego, CA Jun 2007 - Mar 2008 < 1
Imperial College London London, Oct 2004 - Jun 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Edward H. Shim
Phone Number: 432-262-8111
Firm Website: http://www.syntal.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    423
    MILLIONS
  • Total Number of Accounts
    606
    ACCOUNTS
  • Average Account Value
    $698,504
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CO, LA, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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