Chiapei
Lin
Avantax Advisory Services
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About this Advisor
Chiapei Lin is a financial advisor based out of Campbell, California who has 4 years of relevant experience. Lin works at Avantax Advisory Services. Over the course of their career, they have held roles at Johanson & Yau Accountancy Corporation, 1St Global Capital Corp, 1St Global Advisors, Inc, Avantax Investment Services, Inc and Avantax Advisory Services. Lin has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California. Avantax Advisory Services is a firm based out of Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 advisors. It administers $31 billion in assets across its 123,393 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth investors who have greater than $1 million in investable assets. Avantax Advisory Services offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules usually depend on which services the firm provides the client. Fee types billed by Avantax Advisory Services most likely include some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
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$30,968,246,116
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,433
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
123,393
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$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Chiapei Lin Work History
Chiapei has been registered as a financial advisor for 4 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
Johanson & Yau Accountancy Corporation
1St Global Capital Corp
1St Global Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chiapei Lin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
Mccordsville, IN
Fort Worth, TX
Ann Arbor, MI
Irving, TX
Lansdale, PA
Fullerton, CA
Dallas, TX
Gadsden, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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