Unclaimed
Linh Chi Le is a registered representative with LPL Financial LLC, with a branch office located in FORT MILL, SC. Linh Chi Le has been in the financial services industry since 2019. Linh Chi Le holds a Series 7TO, Series 66, and SIE licenses. In addition to working with LPL Financial LLC, Linh Chi Le has also worked with Thornburg Securities Corporation. Linh Chi Le has experience providing financial advice to individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
05/30/2023 - Present
LPL Financial LLC (FORT MILL SC)
NM
02/03/2020 - 05/05/2022
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
BOTH
Issued 04/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Linh Le is the right advisor for you? Invested Better is here to help.