The Financial Advisors

The Financial Advisors (CRD# 135634) is a financial advisory firm headquartered in Tustin, CA. They manage $8,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at The Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
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 22 years of experience in the finance industry.

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