Yaochy Lin (CRD# 5759407) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Anaheim, CA and has over 14 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Yaochy Lin | Chino Hills, CA | Apr 2021 - Current | 3 |
| Quantum Electronic Payments | Anaheim, CA | Oct 2019 - Current | 4 |
| Cashflow First, Inc Dba Cf Financial And Insurance Services | Costa Mesa, CA | Jun 2015 - Current | 8 |
| Cashflow First Inc. | Anaheim, CA | Jun 2015 - Current | 8 |
| Transamerica Financial Advisors, Inc. | Costa Mesa, CA | Jan 2012 - Current | 12 |
| Cashflow First Inc. (cfirst Realty) | Anaheim, CA | Sep 2011 - Current | 12 |
| Dickerson Employee Benefits | Los Angeles, CA | Oct 2010 - Current | 13 |
| World Financial Group | Costa Mesa, CA | Jun 2009 - Current | 14 |
| Rental Property | Chino Hills, CA | May 2004 - Oct 2016 | 12 |
| Ll Merchant Services | Costa Mesa, CA | Oct 2010 - Apr 2016 | 5 |
| Cashflow First, Inc. | Garden Grove, CA | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2010 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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