King Lip (CRD# 4105077) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 24 years of experience in the finance industry. King Lip 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baker Avenue Asset Management LP | San Francisco, CA | Mar 2008 - Current | 16 |
| Veridi Capital, LLC | San Francisco, CA | May 2019 - Dec 2021 | 2 |
| Simonbaker & Partners LLC | San Francisco, CA | Mar 2014 - Nov 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2000 |
- CA
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Total Assets Under Management2,593MILLIONS
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Total Number of Accounts2,688ACCOUNTS
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Average Account Value$964,541
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, FL, GA, ID, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OK, OR, PA, SC, TX, VA, WA
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