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Margy Lin

Millennium Advisors, LLC

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About Margy Lin

Margy Lin is a registered representative with Millennium Advisors, LLC. Margy Lin holds Series 7TO, Series 63, and SIE licenses. Margy Lin is registered in North Carolina. Margy Lin is currently employed at Millennium Advisors, LLC, located in Charlotte, NC.

Firm Information

Margy Lin is currently registered with Millennium Advisors, LLC. Millennium Advisors, LLC is a Limited Liability Company formed in June 2009. The firm is registered with the SEC and in 10 states including Alabama, California, Delaware, Illinois, Maryland, Michigan, New York, North Carolina, Ohio, and Tennessee.

Not reported

Assets Under Management

Not reported

Total Clients

57

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.

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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Margy Lin’s Registration & Firm History

NC

10/21/2021 - Present

Millennium Advisors, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 11/03/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margy Lin.
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