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King Shan Lip

Bakeravenue

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About King Shan Lip

King Shan Lip is a financial advisor with over 20 years of experience in the financial services industry. King has a strong background in investment management and financial planning, having previously worked at Credit Suisse First Boston Corporation and Donaldson, Lufkin & Jenrette Securities Corporation. King currently works at Bakeravenue, an investment advisory firm in San Francisco. King holds both Series 7 and Series 63 licenses and is a Certified Financial Planner and Chartered Financial Analyst. Bakeravenue specializes in providing financial planning and portfolio management services to a variety of clients, including individuals, families, corporations, and charitable organizations.

Firm Information

King Lip is currently registered with Bakeravenue. Bakeravenue is a registered investment advisor based in San Francisco, California. They provide financial planning, portfolio management for individuals, and educational seminars. Bakeravenue primarily serves high-net-worth individuals, corporations or other businesses, and charitable organizations. They have over $2.5 billion in regulatory assets under management.
Bakeravenue

301 BATTERY STREET

SAN FRANCISCO, CA 94111

$2.59B

Assets Under Management

1

Total Clients

26

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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King Lip’s Registration & Firm History

CA

01/03/2011 - Present

Bakeravenue (SAN FRANCISCO CA)

NY

11/03/2000 - 02/01/2001

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NJ

01/17/2000 - 02/01/2001

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 03/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/12/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for King Shan Lip.
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