Company Information

Get to know Lim FInancial Group

Lim Financial Group is an independent financial services firm based in Seattle, Washington. The company focuses on providing personalized financial planning and wealth management for individuals, families, and business owners. Their stated mission is to build long-term, trusted relationships with clients by understanding their unique goals and providing tailored strategies for wealth accumulation, retirement planning, investment management, and risk management through insurance. They operate as a fiduciary, emphasizing a commitment to acting in their clients' best interests.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Lim FInancial Group

United States

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.