Tiago Lima
Tiago Lima is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
660 Southpointe Court, Suite 316A, Colorado Springs, CO, 80906
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tiago is an insurance agent placing life, disability, or long-term care insurance, dedicating a few hours per week. He also owns rental real estate and is an owner/operator of Lima Wealth Management and Sovereign Wealth Strategies Group LLC, spending minimal time on these activities.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations49 states
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