Eui J. Lim

THINK WEALTH

VALENCIA, CA 91355

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CRD#: 4600154

Professional summary

Eui Jeong Lim, who also goes by Eui Jeong Lim, is a registered financial advisor currently at THINK WEALTH, LLC located in Valencia, California and ALLMERITS ASSET, LLC located in Buena Park, California.

Eui is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Eui has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eui Jeong Lim

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MS. EUI IS CURRENTLY ENGAGED WITH EB Wealth, CA AS PRESIDENT & CEO, DOING MARKETING, PROMOTING A FIXED INSURANCE PRODUCT. SHE WORKS APPROXIMATLEY 20 HOURS PER WEEK FOR THIS ACTIVITY THINK WEALTH; INVESTMENT RELATED; 6281 BEACH BLVD, SUITE 116, BUENA PARK, CA 90621; INVESTMENT ADVISER REPRESENTATIVE; TIME SPENT: 25 HRS/MONTH DURING TRADING; CONDUCTS INVESTMENT ADVISORY SERVICES. PRECISION WEALTH FINANCIAL; INVESTMENT RELATED; IRVINE, CA; INSURANCE AGENT/WEALTHADVISOR; TIME SPENT: 10 HRS/MONTH; SAME DURING TRADING HOURS; INSURANCE WEALTH CONSULTING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eui Jeong Lim's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 8, 2021 - Present

THINK WEALTH, LLC

Office #1: 27018 Monterey Ave, Valencia, CA 91355

RIA

CRD#: 293236

VALENCIA, CA

Current

August 6, 2021 - Present

ALLMERITS ASSET, LLC

Office #1: 6281 Beach Blvd Suite 116, Buena Park, CA 90621

RIA

CRD#: 309523

Buena Park, CA

Past

May 15, 2007 - November 5, 2009

PARKLAND SECURITIES, LLC

CRD#: 115368

ANAHEIM, CA

Past

January 7, 2003 - April 30, 2007

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

ANAHEIM, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/8/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/3/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/6/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALLMERITS ASSET, LLC

CRD#: 309523 / SEC#:

California

Registered Investment Advisory firm - (8/31/2020 Approved)

Nevada

Registered Investment Advisory firm - (1/4/2024 Approved)

New Jersey

Registered Investment Advisory firm - (7/27/2023 Approved)

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Contact information

Main Address

6281 Beach Blvd Suite 116, Buena Park, CA 90621

Mailing Address

Phone number

(714) 266-0000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	121
AUM (Assets Under Management)	$ 11,162,973

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Eui J. Lim

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eui Jeong Lim's CRS (Customer Relationship Summary).

Certified licenses

Experience

THINK WEALTH, LLC

ALLMERITS ASSET, LLC

PARKLAND SECURITIES, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2021

Series 63

Date: 4/3/2003

Series 6

Date: 1/6/2003

Current Firm

ALLMERITS ASSET, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALLMERITS ASSET, LLC

TRUST BUT VERIFY

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