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David Swee hock Lim

IC Advisory Services, Inc.

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About David Swee hock Lim

David Swee hock Lim is an investment advisor representative at IC Advisory Services, Inc. David has been in the securities industry for over 20 years and is registered to provide investment advisory services in Arizona, California, Colorado, Hawaii, Illinois, Maine, Massachusetts, Michigan, Montana, New York, Rhode Island, South Carolina, Texas, Virginia, Washington, and Wisconsin. David holds Series 66, Series 7, and SIE licenses. David specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. David is also a licensed insurance agent for Global Benefits Group Inc. and is a tax preparer for TieTax.

Firm Information

David Lim is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Lim’s Registration & Firm History

NJ

03/15/2021 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

CA

11/01/2002 - 06/02/2009

WADDELL & REED, INC. (SAN MATEO CA)

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Licenses & Designations

BOTH

Issued 11/13/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for David Swee hock Lim.
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