Lin Kong (CRD# 6769908) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Carlos, CA and has over 6 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Oracle Corporation | Pleasanton, CA | Feb 2021 - Current | 3 |
Transamerica Financial Advisors, Inc. | Burlingame, CA | Mar 2017 - Current | 7 |
World Financial Group, Inc. | Burlingame, CA | Dec 2016 - Current | 7 |
Servicemax, Inc. | Pleasanton, CA | Feb 2019 - Jan 2020 | < 1 |
General Electric | Pleasanton, CA | Nov 2017 - Jun 2019 | 1 |
Servicemax, Inc. | Pleasanton, CA | Jul 2014 - Nov 2017 | 3 |
Servicemax, Inc. | Pleasanton, CA | Jul 2014 - Nov 2017 | 3 |
Oracle Corporation | Redwood City, CA | May 2012 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
S63 | Uniform Securities State Law Examination | May 2017 |
- CA
-
Total Assets Under Management1,619MILLIONS
-
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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