Yanming LinCRD Number: 7050036
Current Firm: Ameriprise Financial Services, LLC
Yanming Lin (CRD# 7050036) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Jose, CA and has over 2 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|Ameriprise Financial Services, Inc.||San Jose, CA||Nov 2019 - Current||3|
|Ameriprise Financial Services, Inc.||San Jose, CA||Nov 2018 - Nov 2019||1|
|Stay At Home||San Jose, CA||Oct 2018 - Nov 2018||< 1|
|Uc Davis - Bay Area Mba Program||San Ramon, CA||Sep 2015 - Sep 2018||3|
|Stay At Home||San Jose, CA||Mar 2012 - Sep 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
- 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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