Yvonne LinCRD Number: 5494490
Current Firm: Morgan Stanley
Yvonne Lin (CRD# 5494490) is an Investment Advisor Representative working at Morgan Stanley in Pasadena, CA and has over 9 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Morgan Stanley Smith Barney||Baltimore, MD||Jun 2009 - Current||7|
|Citigroup Global Markets Inc.||Baltimore, MD||Aug 2008 - Current||8|
|Varius Insurance Carriers For W & R Insurance Agencies||Encino, CA||Mar 2008 - Aug 2008||< 1|
|Car Source Auto Broker||Monterey Park, CA||Jun 2005 - Jul 2008||3|
|Waddell & Reed Inc.||Los Angeles, CA||Feb 2008 - Mar 2008||< 1|
|Guardian Investment Group||Los Angeles, CA||Jun 2006 - Jan 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV
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