Russell Lin (CRD# 6979469) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 5 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Pleasanton, CA | Feb 2020 - Current | 4 |
| Charles Schwab & Company, Inc. | Pleasanton, CA | Jun 2018 - Current | 5 |
| Unemployed | Redding, CA | Dec 2017 - Jun 2018 | < 1 |
| Student | Eugene, OR | Sep 2017 - Dec 2017 | < 1 |
| Arlington Financial Advisors | Santa Barbara, CA | Jul 2017 - Sep 2017 | < 1 |
| Student | Eugene, OR | Sep 2016 - Jun 2017 | < 1 |
| State Farm | Redding, CA | Jul 2016 - Sep 2016 | < 1 |
| Student | Eugene, OR | Sep 2015 - Jun 2016 | < 1 |
| Shasta Eye Medical Group | Redding, CA | Jun 2015 - Sep 2015 | < 1 |
| Simpson University | Redding, CA | Jun 2015 - Sep 2015 | < 1 |
| Student | Eugene, OR | Sep 2014 - Jun 2015 | < 1 |
| Shasta Eye Medical Group | Redding, CA | Jun 2014 - Sep 2014 | < 1 |
| Student | Redding, CA | Dec 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- CA
- TX
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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