Unclaimed Profile

Charles Nmn Lim

STANCORP INVESTMENT ADVISERS, INC.·PORTLAND, Oregon

Clean recordSTANCORP INVESTMENT ADVISERS, INC.

1100 SW SIXTH AVENUE, PORTLAND, OR 97204CRD# 5039063Firm CRD# 110228

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Nmn Lim · PORTLAND, OR

Registration

CRD #5039063 · STANCORP INVESTMENT ADVISERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles Nmn Lim is a registered financial advisor based in PORTLAND, Oregon, affiliated with STANCORP INVESTMENT ADVISERS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STANCORP INVESTMENT ADVISERS, INC.

AUM

$34.4B

Regulatory assets under management

Employees

112

Total firm employees

View all advisors at STANCORP INVESTMENT ADVISERS, INC. →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Other: AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT

Regulatory

SEC/IARD CRD# 5039063

Firm CRD# 110228

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Nmn Lim offer?

Charles Nmn Lim specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Charles Nmn Lim's credentials?

Charles Nmn Lim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Nmn Lim located?

Charles Nmn Lim is based in PORTLAND, Oregon, working with STANCORP INVESTMENT ADVISERS, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Charles Nmn Lim charge for services?

Charles Nmn Lim's firm is compensated through percentage of aum, subscription fees, other: as noted in schedule d misc,affiliate by intercompany agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STANCORP INVESTMENT ADVISERS, INC.?

STANCORP INVESTMENT ADVISERS, INC. has approximately 112 employees and manages $34.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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