Lin Han, financial advisor Dallas TX

Lin Han

CRD Number: 6781075
Current Firm: Tkc Wealth Management LLC

Lin Han (CRD# 6781075) is an Investment Advisor Representative working at Tkc Wealth Management LLC in Dallas, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Tkc Wealth Management, LLC Dallas, TX Jul 2017 - Current 6
Richfield Orion International, Inc. Castle Rock, CO Apr 2017 - Nov 2017 < 1
Tkc Wealth Management, LLC Dallas, TX Jan 2017 - Jul 2017 < 1
World Financial Group Dallas, TX Sep 2016 - Dec 2016 < 1
None Charlotted, NC May 2015 - Aug 2016 1
Outotec Shanghai Company Shanghai, Apr 2014 - Apr 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2017
Contact Info for Lin Han
Phone Number: 214-389-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    89
    MILLIONS
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $367,413
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, NY, TX, WI

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