Yanming Lin, financial advisor San Jose CA

Yanming Lin

CRD 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.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
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
Contact Info for Yanming Lin
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    458,068
    MILLIONS
  • Total Number of Accounts
    1,860,870
    ACCOUNTS
  • Average Account Value
    $246,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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