Stacy LinCRD Number: 4531035
Current Firm: Transamerica Financial Advisors, Inc.
Stacy Lin (CRD# 4531035) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cerritos, CA and has over 14 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
|Lenovo||Morrisville, NC||Apr 2013 - Current||5|
|Transamerica Financial Advisors, Inc.||Anaheim, CA||Jan 2012 - Current||6|
|Mobile Advance Inc.||Los Angeles, CA||Oct 2011 - Current||6|
|Mobile Advance, Inc.||Walnut, CA||Oct 2011 - Current||6|
|World Financial Group||Anaheim, CA||Mar 2002 - Current||16|
|Investment Advisors International, Inc.||Anaheim, CA||Jan 2011 - Jan 2012||1|
|World Group Securities, Inc.||Anaheim, CA||May 2002 - Jan 2012||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2009|
|S63||Uniform Securities State Law Examination||Jun 2003|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- 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
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