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Sharon Ching hua Lin

Eagle Strategies LLC

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About Sharon Ching hua Lin

Sharon Ching hua Lin is an investment advisor representative with Eagle Strategies LLC. Sharon has been active in the financial services industry since August 9, 2020, and has a Series 63, Series 7TO, and Series 6TO license. Sharon also holds a Chartered Financial Analyst designation. Sharon specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals, and selection of other advisers. Sharon is registered in California, New York, Oregon, Texas, and Washington. Sharon also owns and operates a rental property in Seattle, WA.

Firm Information

Sharon Lin is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

BISHOP RANCH 3 2633 CAMINO RAMON

SAN RAMON, CA 94583

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Sharon Lin’s Registration & Firm History

CA

10/04/2023 - Present

Eagle Strategies LLC (SAN RAMON CA)

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Licenses & Designations

BC

Issued 8/31/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 4/4/2022

Series 7TO - General Securities Representative Examination

BC

Issued 8/10/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 7/27/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Ching hua Lin.
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