Jinping Lin (CRD# 6731032) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Short Hills, NJ and has over 6 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Options LLC | Bridgewater, NJ | Sep 2021 - Current | 2 |
| Realmart Realty | Millburn, NJ | Jan 2021 - Current | 3 |
| Transamerica Financial Advisors, Inc. | Short Hills, NJ | Nov 2016 - Current | 7 |
| World Financial Group, Inc. | Short Hills, NJ | Nov 2015 - Current | 8 |
| Weichert Company | Hillsborough, NJ | Apr 2016 - Oct 2016 | < 1 |
| Remax Premier | Warren, NJ | Aug 2014 - Dec 2015 | 1 |
| Self Employed | Bridgewater, NJ | May 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
| S63 | Uniform Securities State Law Examination | May 2017 |
- NJ
- TX
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.