Rebecca Lin, financial advisor Memphis TN
96 score

Rebecca Lin

CRD Number: 5590495
Current Firm: Brookstone Capital Management LLC

Rebecca Lin (CRD# 5590495) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Memphis, TN and has over 8 years of experience in the finance industry. Rebecca Lin 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.

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Professional Designations
Company Name Location Dates Years
Radiant Wealth Management, Inc. Memphis, TN Oct 2014 - Current 2
Jrc Investments, LLC Memphis, TN Jan 2013 - Current 3
Fortress Properties, Series Of Fortress Enterprise, LLC Memphis, TN Jan 2013 - Current 3
Fortress Financial Management Memphis, TN Jun 2009 - Current 7
Lin Management Group, LLC Memphis, TN Nov 2014 - Dec 2015 1
Gradient Advisors, LLC Arden Hills, MN Aug 2014 - Mar 2015 < 1
Lexington Investment Counsel, LLC Daytona Beach, FL Jun 2013 - Aug 2014 1
Arete Wealth Management Germantown, TN Mar 2010 - Jun 2013 3
Arete Wealth Advisors LLC Lake In The Hills, IL Aug 2009 - Jun 2013 3
Self-employed Germantown, TN Mar 2009 - Aug 2009 < 1
Mml Investor Services, Inc. Memphis, TN Sep 2008 - Mar 2009 < 1
Massmutual Life Insurance Company Memphis, TN Aug 2008 - Mar 2009 < 1
K C Lam And Associates Memphis, TN Jun 2008 - Aug 2008 < 1
Vanderbilt University Nashville, TN Aug 2003 - May 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination May 2009
Contact Info for Rebecca Y. Lin
Phone Number: 630-653-1400
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,436
    MILLIONS
  • Total Number of Accounts
    29,700
    ACCOUNTS
  • Average Account Value
    $48,361
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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
96
Clean Record
This advisor has a clean track record with regulators.

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