Michael Lin, financial advisor Gaithersburg MD
90 score

Michael Lin

CRD Number: 6036087
Current Firm: Rsm Us Wealth Management LLC

Michael Lin (CRD# 6036087) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Gaithersburg, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Rsm Us Wealth Management LLC Gaithersburg, MD Jan 2012 - Current 4
University Of Maryland College Park, MD Sep 2008 - Dec 2011 3
Core International Chevy Chase, MD May 2011 - Aug 2011 < 1
Armani Exchange Bethesda, MD May 2009 - Aug 2009 < 1
Walgreens Potomac, MD May 2008 - Aug 2008 < 1
Winston Churchill High School Potomac, MD Sep 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Michael Lin
Phone Number: 612-376-9363
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    5,019
    MILLIONS
  • Total Number of Accounts
    11,049
    ACCOUNTS
  • Average Account Value
    $454,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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