Yong Lin (CRD# 5960908) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Piscataway, NJ and has over 9 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aetna | Hartford, CT | Nov 2022 - Current | 1 |
| Emerson Reid | Elmwood Park, NJ | Nov 2019 - Current | 4 |
| Lin Family Dynasty Inc. | South Plainfield, NJ | Jan 2018 - Current | 6 |
| Transamerica Financial Advisors, Inc. | Piscataway, NJ | Jan 2012 - Current | 12 |
| World Financial Group, Inc. | Piscataway, NJ | Apr 2011 - Current | 13 |
| Gsm Cellular LLC | South Plainfield, NJ | Aug 2009 - Nov 2015 | 6 |
| First National Administrators | Parsippany, NJ | Sep 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- NJ
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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