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Lin Han

TKC Wealth Management LLC

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About Lin Han

Lin Han is a registered investment advisor representative with TKC Wealth Management LLC. Lin has been in the financial services industry since 2017. Lin holds the Series 66, Series 7, and SIE licenses. Lin is registered with the states of California, Florida, New York, North Carolina, and Texas. Lin's previous experience includes a position at Richfield Orion International, Inc. Lin's firm, TKC Wealth Management LLC, provides a variety of investment advisory services including portfolio management for individuals and businesses, pension consulting, and educational seminars. Lin's firm has approximately 241 clients with total regulatory assets under management of $88,546,612.

Firm Information

Lin Han is currently registered with TKC Wealth Management LLC. TKC Wealth Management LLC is an investment advisor based in [Main Office Address]. The firm provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. TKC Wealth Management LLC manages approximately $88,546,612 in assets for 241 clients. The firm has 5 licensed agents, 5 investment adviser representatives, and 6 registered representatives.

$88.55M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Lin Han’s Registration & Firm History

TX

07/24/2017 - Present

TKC Wealth Management LLC (DALLAS TX)

TX

05/01/2017 - 11/15/2017

RICHFIELD ORION INTERNATIONAL, INC. (Dallas TX)

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Licenses & Designations

BOTH

Issued 07/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lin Han.
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