George LinCRD Number: 5198949
Current Firm: Creative Planning
George Lin (CRD# 5198949) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 16 years of experience in the finance industry. George Lin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Creative Planning, LLC||Overland Park, KS||Apr 2022 - Current||< 1|
|The Vanguard Group, Inc.||Charlotte, NC||Dec 2019 - Apr 2022||2|
|The Vanguard Group, Inc.||Scottsdale, AZ||Dec 2005 - Dec 2019||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2006|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management133,831MILLIONS
Total Number of Accounts165,510ACCOUNTS
Average Account Value$808,595
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
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, WA, WI, WV, WY
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