Hunter Ann Lim
Investment adviser representative at Equitable Advisors, LLC
14 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Equitable Advisors, LLCJul 2022 to now
- UnemployedMay 2022 to Jun 2022
- Highridge Costa Housing PartnersJul 2021 to Aug 2021
- Virginia Country ClubJul 2019 to May 2022
- California State University - Long BeachAug 2018 to Jul 2019
- Siena Golf ClubFeb 2018 to Aug 2018
- Spencer Springs Animal HospitalDec 2017 to Apr 2018
- Bishop Gorman High SchoolJun 2012 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NV).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7591562
- Firm CRD
- 6627