Tiya LimCRD Number: 5890105
Current Firm: Creative Planning
Tiya Lim (CRD# 5890105) is an Investment Advisor Representative working at Creative Planning in Saint Louis, MO and has over 6 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Creative Planning||St. Louis, MO||Oct 2014 - Current||2|
|Buckingham Asset Management||Clayton, MO||Apr 2008 - Sep 2014||6|
|Oxus Consulting||St. Louis, MO||Apr 2006 - Dec 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
Total Assets Under Management18,577MILLIONS
Total Number of Accounts53,389ACCOUNTS
Average Account Value$347,963
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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