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Wallace Lin

DC Advisory

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About Wallace Lin

Wallace Lin is a financial professional registered with the state of New York. Wallace Lin has been in the industry since 2024 and is currently employed by DC Advisory, a firm headquartered in New York, NY. Wallace Lin has earned the Series 63, Series 79TO and SIE licenses.

Firm Information

Wallace Lin is currently registered with DC Advisory. DC Advisory is a Limited Liability Company that was formed on April 1, 2012. The firm is registered in California, District of Columbia, Illinois, and New York. It has one approved SEC registration and four approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

80

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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Wallace Lin’s Registration & Firm History

NY

07/15/2024 - Present

DC Advisory (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/23/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 02/16/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wallace Lin.
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