Richard Lin (CRD# 5973006) is an Investment Advisor Representative working at Acuta Capital Partners, LLC in Redwood City, CA and has over 12 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Three Arch Partners | Portola Valley, CA | Feb 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- CA
-
Total Assets Under Management244MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$81,409,539
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA
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