Alexander Patrick Lim

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2024 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 02/2024 → 05/2024
  Unemployed
  Scottsdale, AZ
• 04/2022 → 02/2024
  Verticalmove Inc.
  Scottsdale, AZ
• 12/2021 → 04/2022
  Jfq Lending
  Scottsdale, AZ
• 04/2021 → 09/2021
  Peoplemakeus
  Tucson, AZ
• 08/2018 → 12/2021
  University Of Arizona
  Tucson, AZ
• 05/2014 → 05/2018
  Blue Valley West High School
  Overland Park, KS
• 10/2016 → 01/2017
  Hyvee
  Overland Park, KS
• 03/2017 → 05/2017
  Waterway Carwash
  Overland Park, KS
• 03/2018 → 06/2018
  The Home Depot
  Overland Park, KS
• 06/2018 → 08/2018
  Alenco
  Lenexa, KS
• 10/2019 → 08/2020
  In-N-Out Burger
  Tucson, AZ
• 08/2020 → 01/2021
  Our Voice Our Vote
  Tucson, AZ
• 04/2021 → 05/2021
  Arizona Rural Action
  Tucson, AZ
• 05/2024 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 08/2024 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S66 Uniform Combined State Law Examination
  2024-08-12

Other Names

• Alexander Patrick
• Patrick Lim
• Alexander P. Lim
• Pat Lim