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Paul Sun-wook Lim

THE Wealth Consulting Group

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About Paul Sun-wook Lim

Paul Lim is a financial advisor with The Wealth Consulting Group in San Diego, CA. Paul Lim has been in the industry since 2006, and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2014. Paul Lim is a Certified Financial Planner and holds both Series 66 and Series 7 licenses. Paul Lim specializes in working with individuals and families, and offers financial planning, portfolio management, and selection of other advisors services. Paul Lim is also registered as an investment advisor representative in Texas. Paul Lim previously worked at New England Securities and Ameriprise Financial Services, Inc.

Firm Information

Paul Lim is currently registered with THE Wealth Consulting Group. THE Wealth Consulting Group is a Las Vegas-based financial advisory firm with over $5 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management services for individuals, businesses, and charitable organizations. They also offer a wrap fee program.
THE Wealth Consulting Group

8925 WEST POST ROAD

LAS VEGAS, NV 89148

$5.19B

Assets Under Management

742

Total Clients

115

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 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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Paul Lim’s Registration & Firm History

CA

02/07/2017 - Present

THE Wealth Consulting Group (SAN DIEGO CA)

CA

04/27/2009 - 11/17/2014

NEW ENGLAND SECURITIES (SAN DIEGO CA)

MD

04/27/2006 - 01/28/2009

AMERIPRISE FINANCIAL SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 05/10/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Sun-wook Lim.
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