Lin ShenCRD Number: 7066357
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lin Shen (CRD# 7066357) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 3 years of experience in the finance industry.
Lowery Thomas, LLC
Wealth & Tax Planners LLC
Lpl Financial LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pleasanton, CA||Jan 2019 - Current||4|
|Unemployed||Dublin, CA||Jan 2014 - Jan 2019||5|
|Benefit Consulting Company||Shenzhen, Guangdong Province,||Oct 2007 - Jan 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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