David Lin, financial advisor Pasadena CA

David Lin

CRD Number: 6783142
Current Firm: Clifford Swan Investment Counselors

David Lin (CRD# 6783142) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Clifford Swan Investment Counselors Pasadena, CA Jun 2018 - Current 5
Clear Shore Group Altadena, CA Jun 2016 - Oct 2018 2
Business Planning Stages For Starting A Firm Pasadena, CA Dec 2015 - Jun 2016 < 1
Lombardia Capital Partners Pasadena, CA Jun 2010 - Nov 2015 5

David Lin has no recent exams reported.
Contact Info for David Y. Lin
Phone Number: 626-792-2228
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,630
    MILLIONS
  • Total Number of Accounts
    2,574
    ACCOUNTS
  • Average Account Value
    $1,410,307
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, CO, FL, ID, LA, MA, NC, NH, NM, NV, NY, OR, TX, UT, WA

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