Lin SunCRD Number: 4627442
Current Firm: Charles Schwab & Company, Inc.
Lin Sun (CRD# 4627442) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Mateo, CA and has over 15 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Charles Schwab & Company, Inc.||San Mateo, CA||Dec 2012 - Current||5|
|Charles Schwab Bank||San Mateo, CA||Dec 2012 - Current||5|
|E*trade Capital Management LLC||San Francisco, CA||May 2008 - Nov 2012||4|
|E*trade Savings Bank||San Francisco, CA||Jan 2007 - Nov 2012||5|
|E*trade Securities LLC||San Francisco, CA||Aug 2006 - Nov 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY