Unclaimed
Junyuan Lin is an investment advisor representative for Brookstone Wealth Advisors, LLC. Junyuan Lin is registered in California, Oregon and Washington. Junyuan Lin holds the Series 63 and Series 65 licenses. Junyuan Lin has been in the securities industry since 2013 and has experience working with individuals, businesses, and investment companies. Junyuan Lin offers a variety of financial planning services, including portfolio management, financial planning, educational seminars, and selection of other advisors. Junyuan Lin is also affiliated with LightUp Financial Consulting and 9 Fortunes Insurance Services, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
09/16/2024 - Present
Brookstone Wealth Advisors, LLC (Bellevue WA)
Active
Inactive
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