Chan Lim Email & Phone Number

Wealth Advisor @ Centric Wealth Management, LLC

5 free lookup(s).

Chan Lim Location

Chicago, IL, US

Chan Lim Work

2024 - now Wealth Advisor @ Centric Wealth Management, LLC
2018 - 2024 Investment Advisor @ Barbara E. Charal & Associates, Inc.
2016 - 2018 Senior Trade Specialist @ TD Ameritrade
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2015 - 2016 Senior Derivatives Specialist @ Etrade Bank Inc
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2012 - 2015 Institutional Broker @ X-Change Financial Access, LLC. (XFA), a division of Marex
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2007 - 2011 Equity Trader @ DRO-WST TRADING
2004 - 2007 Fixed Income Trader @ SKTYII, C2 Capital Management
1997 - 2003 Equity Trader @ Ronin Capital

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Chan Lim Education

Gies College of Business - University of Illinois Urbana-Champaign
Bachelor of Science - BS (Finance)
Loyola Academy

Chan Lim Summary

Chan Lim, based in Chicago, IL, US, is currently a Wealth Advisor at Centric Wealth Management, LLC. Chan Lim brings experience from previous roles at Barbara E. Charal & Associates, Inc., TD Ameritrade, E*TRADE and X-Change Financial Access (XFA). Chan Lim holds a Bachelor of Science - BS in Finance @ Gies College of Business - University of Illinois Urbana-Champaign. Chan Lim has 2 emails and 1 mobile phone numbers on RocketReach.

Chan Lim Emails

Found 2 emails

Chan Lim Phone Numbers

Found 3 phone numbers

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Others Named Chan Lim

Chan Lim

Owner at eNovativePiano LLC

Lafayette, LA, US
5+
- hotmail.com
- louisiana.edu
- gmail.com
- yahoo.com
- louisiana.gov
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2
- +1 337-280-XXXX
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Chan Lim

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- gmail.com
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Chan Lim

Wealth Advisor at Centric Wealth Management, LLC

Chicago, IL, US
2
- gmail.com
- hotmail.com
3
- +1 607-843-XXXX
- +1 847-679-XXXX
- +1 312-804-XXXX

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Top Centric Wealth Management, LLC Employees

Virgil Rutili

Founder, Wealth Advisor at Centric Wealth Management, LLC

Chicago, IL, US
2
- +1 312-282-XXXX
- +1 773-283-XXXX
Michael McCormick

Chief Investment Officer at Centric Wealth Management, LLC

Chicago, IL, US
1
- gmail.com
Tarek Elabasy

Managing Partner at Centric Wealth Management, LLC

New York, NY, US
2
- yahoo.com
- aol.com
3
- +1 917-843-XXXX
- +1 347-605-XXXX
- +1 718-353-XXXX
Ellis Rutili

Director of Operations at Centric Wealth Management, LLC

Chicago, IL, US
1
- gmail.com
1
- +1 323-614-XXXX
Chan Lim

Wealth Advisor at Centric Wealth Management, LLC

Chicago, IL, US
2
- gmail.com
- hotmail.com
3
- +1 607-843-XXXX
- +1 847-679-XXXX
- +1 312-804-XXXX
Rockwell Rabago

Student Leaders Intern at Centric Wealth Management, LLC

Chicago, IL, US
2
- lakeforest.edu
- mx.lakeforest.edu
Sadie Haugo

Client Relationship Specialist at Centric Wealth Management, LLC

Chicago, IL, US
2
- +1 651-900-XXXX
- +1 651-554-XXXX
Cade Shadix

Investment Analyst at Centric Wealth Management, LLC

Athens, GA, US
1
- +1 706-881-XXXX

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