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).
Total Assets Under Management8MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$200,000
- A percentage of assets under your management
- Performance-based fees
- 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)
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.