Paul Lim
CRD Number: 5084834
Current Firm: The Wealth Consulting Group
Compensation Model: Both
Paul Lim (CRD# 5084834) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 16 years of experience in the finance industry. Paul Lim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial | San Diego, CA | Nov 2014 - Current | 9 |
Wcg Wealth Advisors, LLC | San Diego, CA | Nov 2014 - Current | 9 |
New England Securities | San Diego, CA | Apr 2009 - Nov 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2006 |
- CA
- TX
-
Total Assets Under Management2,796MILLIONS
-
Total Number of Accounts11,436ACCOUNTS
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Average Account Value$244,474
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Paul S. Lim is a Registered Representative with Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors and The Wealth Consulting Group are separate entities from LPL Financial.
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