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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Ming-hsun Lin is a financial advisor with LPL Financial LLC and has been in the financial services industry since July 2000. Terry has a wide range of experience in the financial services industry, with a focus on providing advice to individuals, high-net-worth individuals, and small businesses. Terry has a Bachelor's degree in Business Administration from the University of Southern California. Terry is also a Certified Financial Planner (CFP®). Terry's focus is on helping clients reach their financial goals.
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.
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CA
09/14/2021 - Present
LPL Financial LLC (SOUTH PASADENA CA)
CA
07/17/2000 - 02/16/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 09/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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