The Financial Advisors

The Financial Advisors (CRD# 135634) is a financial advisory firm headquartered in Tustin, CA. They manage $60,221,867 in 122 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2522 Chambers Road, Suite 110, Tustin, CA 92780
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $493,622
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Shao Lin, financial advisor Tustin CA
Shao C. Lin
CRD#: 2652954
2522 Chambers Road, Suite 110, Tustin, CA 92780

Shao Lin (CRD# 2652954) is an Investment Advisor Representative working at The Financial Advisors in Tustin, CA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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