Paul Lim, financial advisor San Diego CA

Paul Lim

The Wealth Consulting Group

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.

CONTACT
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Lpl Financial LLC
Professional Designations
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
Contact Info for Paul S. Lim
By the Numbers
  • Total Assets Under Management
    2,796
    MILLIONS
  • Total Number of Accounts
    11,436
    ACCOUNTS
  • Average Account Value
    $244,474
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

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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