Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lin is an investment advisor representative with Golden Eagle Capital Advisors, Inc. Kevin is a financial professional with experience in the financial services industry. Kevin has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Kevin is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Kevin holds the Series 66, Series 7, and SIE licenses. Kevin has been in the industry for over 10 years and has previously worked for Transamerica Financial Advisors, Inc. and AXA Advisors, LLC. In addition to financial planning, Kevin provides a variety of other financial services, including insurance sales and services.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Administrative agent
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Other fiduciary services
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01/01/2025 - Present
Golden Eagle Capital Advisors, Inc. (DUBAI )
CA
10/11/2019 - 08/06/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (MONTEREY PARK CA)
CA
04/06/2018 - 08/29/2018
AXA ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 02/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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