Paul Sun-wook Lim

Current Employers

The Wealth Consulting Group

8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-02-07
CA	RA	APPROVED	2014-11-19

TX RA
APPROVED

Since 2017-02-07
CA RA
APPROVED

Since 2014-11-19

Branch Locations

7676 Hazard Center Drive Suite 1050, San Diego, CA 92108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial	San Diego	CA	11/2014	Present
Wcg Wealth Advisors, Llc	San Diego	CA	11/2014	Present

11/2014 → Present

Lpl Financial

San Diego, CA
11/2014 → Present

Wcg Wealth Advisors, Llc

San Diego, CA

Previous Registrations

2009-11-04 → 2014-11-17

New England Securities

San Diego, CA
2006-05-11 → 2009-01-28

Ameriprise Financial Services, Llc

Owings Mills, MD

Other Businesses

1. 11/11/2014 - THE WEALTH CONSULTING GROUP/ DBA ONLY/ 100%/ SAN DIEGO, CA 2. 11/11/2014 - TODD FINANCIAL & INSURANCE SERVICES/ INSURANCE AGENCY/ 20%/ SAN DIEGO, CA 3. 11/11/2014 - THE WEALTH CONSULTING GROUP/ SALE OF NON-VARIABLE INSURANCE/ 20%/ SAN DIEGO, CA 4. 11/26/2014: REGISTERED INVESTMENT ADVISOR DBA - WCG WEALTH ADVISORS, LLC - DBA: THE WEALTH CONSULTING GROUP - INVESTMENT RELATE - TIME SPENT 100% - SAN DIEGO, CA 5. 11/26/2014: REGISTERED INVESTMENT ADVISOR HYBRID - WCG WEALTH ADVISORS, LLC - INVESTMENT RELATED - TIME SPENT 100% - SAN DIEGO, CA.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-05-10

S66 Uniform Combined State Law Examination

2006-05-10

Designations

View on SEC IAPD

Current Employers

The Wealth Consulting Group

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews