Michael Lin (CRD# 5857025) is an Investment Advisor Representative working at Cuso Financial Services in Burien, WA and has over 13 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cuso Financial Services, LP | San Diego, CA | Mar 2021 - Current | 3 |
Unemployed | Renton, WA | Nov 2020 - Feb 2021 | < 1 |
Wells Fargo Clearing Services LLC | Bellevue, WA | Sep 2017 - Oct 2020 | 3 |
Unemployed | Bellevue, WA | Dec 2016 - Sep 2017 | < 1 |
Key Bank | Bellevue, WA | May 2016 - Dec 2016 | < 1 |
Key Investment Services | Bellevue, WA | May 2016 - Dec 2016 | < 1 |
Key Investment Services | Seattle, WA | Oct 2014 - May 2016 | 1 |
Unemployed | Mercer Island, WA | Jun 2014 - Oct 2014 | < 1 |
J.p. Morgan Securities LLC | Issaquah, WA | Oct 2012 - Jun 2014 | 1 |
Jp Morgan Chase Bank, Na | Mercer Island, WA | May 2007 - Jun 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2010 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- TX
- WA
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
-
Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.