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Mary Rose Limoges

PIM FINANCIAL SERVICES, INC.·ESCONDIDO, California
Clean recordPIM FINANCIAL SERVICES, INC.
1282 PACIFIC OAKS PLACE, ESCONDIDO, CA 92029CRD# 734263Firm CRD# 10547

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mary Rose Limoges · ESCONDIDO, CA
Registration
CRD #734263 · PIM FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mary Rose Limoges is a registered financial advisor based in ESCONDIDO, California, affiliated with PIM FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
PIM FINANCIAL SERVICES, INC.
PIM FINANCIAL SERVICES INC
AUM
$500K
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PIM FINANCIAL SERVICES, INC. →
Services
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 734263
Firm CRD# 10547
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mary Rose Limoges offer?
Mary Rose Limoges specializes in Fee-Only Advisory. Contact their office in ESCONDIDO, California for a consultation.
What are Mary Rose Limoges's credentials?
Mary Rose Limoges is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Rose Limoges located?
Mary Rose Limoges is based in ESCONDIDO, California, working with PIM FINANCIAL SERVICES, INC.. Their office serves clients in the ESCONDIDO metropolitan area and surrounding communities.
How does Mary Rose Limoges charge for services?
Mary Rose Limoges's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PIM FINANCIAL SERVICES, INC.?
PIM FINANCIAL SERVICES, INC. has approximately 2 employees and manages $500K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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