Helen
Lin
Western International Securities, Inc
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About this Advisor
Helen Lin is a financial advisor based in Palos Verdes Peninsula, California, working with Western International Securities, Inc. Helen has previously held positions at Financial West Group, Western International Securities, Inc, and First Brokerage America, L.L.C. Helen has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Helen is part of Western International Securities, Inc, which operates out of Palos Verdes Peninsula, California. The firm has 87 offices and 461 employees. The firm manages assets totaling $3.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Western International Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Western International Securities, Inc Brokerage Details
$3,687,422,987
461
12,197
$302,322
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Helen Lin Work History
Western International Securities, Inc
Financial West Group
First Brokerage America, L.L.C
Disclosures
Please visit the SEC profile of Helen 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 Western International Securities
Uniondale, NY
Westlake Village, CA
Pasadena, CA
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Grand Junction, CO
Pasadena, CA
Santa Rosa, CA
Newport Beach, CA
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