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Alan Lin

AOG Wealth Management

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About Alan Lin

Alan Lin is a financial advisor with AOG Wealth Management, a firm that provides investment advisory services to individuals, families, and institutions. Alan is a registered representative and investment advisor representative in Illinois. Alan holds the Series 7, 63, and 65 licenses. Alan has over 4 years of experience in the financial services industry. Prior to joining AOG Wealth Management, Alan worked at American Funds Distributors, Inc. Alan is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Alan Lin is currently registered with AOG Wealth Management. AOG Wealth Management, headquartered in RESTON, VA, is an investment advisor firm specializing in financial planning, portfolio management for individuals, investment companies, and businesses. The firm serves a diverse clientele, including high-net-worth individuals, corporations, pension plans, and charitable organizations, managing over $341 million in assets. AOG Wealth Management boasts a team of eight investment advisor representatives and two licensed agents.
AOG Wealth Management

11911 FREEDOM DRIVE

RESTON, VA 20190

$341.28M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Lin’s Registration & Firm History

IL

12/01/2023 - Present

AOG Wealth Management (Chicago IL)

IN

11/01/2019 - 09/30/2023

AMERICAN FUNDS DISTRIBUTORS, INC. (CARMEL IN)

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Licenses & Designations

IA

Issued 06/27/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/01/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Lin.
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