Moses Lin, financial advisor Newport Beach CA

Moses Lin

CRD Number: 5775132
Current Firm: Flagstar Advisors, Inc.

Moses Lin (CRD# 5775132) is an Investment Advisor Representative working at Flagstar Advisors, Inc. in Newport Beach, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Flagstar Advisors/flagstar Bank Newport Beach, CA Apr 2023 - Current < 1
Signature Securities Newport Beach, CA Mar 2022 - Apr 2023 1
Hsbc Bank Usa, N.a. Los Angeles, CA Aug 2016 - Mar 2022 5
Hsbc Securities (usa) Inc. Los Angeles, CA Nov 2015 - Mar 2022 6
Citigroup Arcadia, CA May 2012 - Nov 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Moses T. Lin
Phone Number: 646-822-1475
Registered State(s):
  • CA
  • FL
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    940
    MILLIONS
  • Total Number of Accounts
    2,026
    ACCOUNTS
  • Average Account Value
    $463,922
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, WI, WV, WY

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