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 5 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV