Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Yong-sean Lin is an Investment Advisor Representative at Westmount Partners, LLC. Eric is registered with the state of California and has been in the industry since 2022. Eric has a Series 65 license and specializes in providing financial planning, portfolio management, and selection of other advisors. Eric has experience working in a variety of industries including healthcare, education, and investment management. Westmount Partners, LLC is a Los Angeles based firm that specializes in providing investment advisory services to individuals, businesses, and institutions. They manage approximately $4.2 billion in assets and provide a range of services including financial planning, portfolio management, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
02/02/2023 - Present
Westmount Partners, LLC (LOS ANGELES CA)
IA
Issued 12/29/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Eric Lin is the right advisor for you? Invested Better is here to help.
