Thomas Sim Email & Phone Number
Financial Advisor @ LPL Financial
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Thomas Sim Location
- Laguna Beach, CA, US
Thomas Sim Work
- Financial Advisor @ (May 2024 - Present)
- Financial Professional @ Lincoln Financial Securities Corporation (May 2004 - May 2024)
- Managing Director @ Tax & Financial Partners, Inc. (December 1990 - May 2024)
Thomas Sim Education
- USC Marshall School of Business
Marketing (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
1988-1990 - College for Financial Planning
Chartered Retirement Planning Counselor
- The American College of Financial Services
Chartered Financial Consultant (Chartered Life Underwriter)
Thomas Sim Skills
- Asset Management
- Disability Insurance
- Employee Benefits Design
- Finance
- Financial Advisory
- Investment Management
- Investments
- Leadership
- Life Insurance
- Long-term Care
- Retirement Planning
- Sales
- Strategic Planning
- Wealth Management
- Microsoft Office
- Project Management
- Marketing
- Microsoft Excel
- Public Speaking
- Long Term Care
Thomas Sim Summary
- Thomas Sim, based in Laguna Beach, CA, US, is currently a Financial Advisor at LPL Financial. Thomas Sim brings experience from previous roles at Lincoln Financial Securities Corporation and Tax & Financial Partners, Inc.. Thomas Sim holds a 1988 - 1990 Marketing in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ USC Marshall School of Business. With a robust skill set that includes Asset Management, Disability Insurance, Employee Benefits Design, Finance, Financial Advisory and more. Thomas Sim has 2 emails and 1 mobile phone numbers on RocketReach.
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