Gebhart & Associates
43yrs
Top advisor by experience in Fallbrook
11yrs
Bopha Lim
Financial advisor at Wells Fargo Advisors
Based in Fallbrook, California, Bopha Lim is a fiduciary financial advisor with 11 years of industry experience. Bopha joined Wells Fargo Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 36 advisors with offices in Fallbrook, and one of 32 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office212 S Main Ave, Fallbrook, CA 92028
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Bopha
Local office(760) 728-8542Ask for Bopha. (314) 875-3000Main office · St. Louis, MO 212 S Main AveFallbrook, CA 92028Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Bopha
Tailored to Bopha’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bopha
How do I contact Bopha?
Call Bopha’s local office at (760) 728-8542 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Bopha Lim.
How long has Bopha been a financial advisor?
Bopha has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Bopha hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Bopha a fiduciary?
Bopha is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bopha paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Bopha for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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