Lindy Chan, financial advisor Mountain View CA

Lindy Chan

CRD Number: 5494291
Current Firm: Centric Advisors, LLC

Lindy Chan (CRD# 5494291) is an Investment Advisor Representative working at Centric Advisors, LLC in Mountain View, CA and has over 15 years of experience in the finance industry. Lindy Chan 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.

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Professional Designations
Company Name Location Dates Years
Centric Advisors, Llc (formerly Majors & Mondragon, Llc) Houston, TX Jan 2020 - Current 4
Sierra Pacific Financial Advisor Pleasanton, CA Sep 2018 - Dec 2019 1
Wells Fargo Palo Alto, CA Jun 2013 - Aug 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Lindy Chan
Phone Number: 888-215-5888
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    178
    MILLIONS
  • Total Number of Accounts
    917
    ACCOUNTS
  • Average Account Value
    $194,086
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, ME, TX, VT

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