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Robert N/a Lim

FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.·SAN MATEO, California
SIE, Series 14, Series 99TOClean recordFRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.
ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403-1906CRD# 3070529Firm CRD# 111372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert N/a Lim · SAN MATEO, CA
Registration
CRD #3070529 · FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 14
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.
CRD 111372 · SEC 801-13802
AUM
$6.3B
Regulatory assets under management
Employees
5
5,606 client accounts
Services offered by FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. →
Introduction

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Frequently Asked Questions

What services does Robert N/a Lim offer?
Robert N/a Lim specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN MATEO, California for a consultation.
What are Robert N/a Lim's credentials?
Robert N/a Lim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert N/a Lim located?
Robert N/a Lim is based in SAN MATEO, California, working with FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Robert N/a Lim charge for services?
Robert N/a Lim'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 FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.?
FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. has approximately 5 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.

Pierre Camille Caramazza
SAN MATEO, CA
Jeffrey Scott Masom
SAN MATEO, CA
Patrick John Mccall
SAN MATEO, CA
Robert Murray Geppner
SAN MATEO, CA

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Research
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