Roy LinCRD Number: 6114408
Current Firm: Unionbanc Investment Services, LLC
Roy Lin (CRD# 6114408) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Los Angeles, CA and has over 4 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Unionbanc Investment Services, LLC||Los Angeles, CA||Mar 2015 - Current||3|
|D.a. Davidson & Company||Los Angeles, CA||Nov 2013 - Mar 2015||1|
|Crowell, Weedon & Company||Los Angeles, CA||Aug 2012 - Nov 2013||1|
|Unemployed||Los Angeles, CA||May 2012 - Aug 2012||< 1|
|San Diego State University||San Diego, CA||Aug 2010 - May 2012||1|
|San Diego Mesa College||San Diego, CA||Jan 2009 - Aug 2010||1|
|Tea More||San Diego, CA||Mar 2009 - Dec 2009||< 1|
|San Francisco State University||San Franciso, CA||Aug 2008 - Jan 2009||< 1|
|Patrick Henry High School||San Diego, CA||Jun 2005 - Aug 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management1,188MILLIONS
Total Number of Accounts3,842ACCOUNTS
Average Account Value$309,327
- A percentage of assets under your management
- 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)
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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