Wen Jie Lin-Ham (CRD# 7347884) is an Investment Advisor Representative working at Brewster Financial Planning LLC in Brooklyn, NY and has 1 year of experience in the finance industry. Wen Jie Lin-Ham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6073230
Citigroup Global Markets Inc.
CRD# 5414137
Equitable Advisors, LLC
CRD# 1852802
Investment Partners Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brewster Financial Planning | Brooklyn, NY | May 2008 - Current | 16 |
- NY
-
Total Assets Under Management176MILLIONS
-
Total Number of Accounts597ACCOUNTS
-
Average Account Value$294,635
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NY
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