Lin-Chun
Liu

L & S Advisors, Inc

CRD#5574036
Investment Advisor
in Los Angeles, CA

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About this Advisor

Lin-Chun Liu is a financial advisor based in Los Angeles, California, working with L & S Advisors, Inc. Lin-Chun has previously held a position at L&S Advisors, Inc. Lin-Chun has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Lin-Chun is part of L & S Advisors, Inc, which operates out of Los Angeles, California. The firm has 15 employees and manages assets totaling $1.0 billion. The firm 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, and portfolio management for institutional clients. The fee structure at L & S Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

11766 Wilshire Blvd Suite 845
Los Angeles, CA 90025

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L & S Advisors, Inc Brokerage Details

Total Assets Under Management

$1,006,898,005

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

1,507

CA Average: 3,727
Average Account Size

$668,147

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Lin-Chun Liu Work History

2009 - Present (15 years)

L&S Advisors, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Lin-Chun Liu 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 L & S Advisors, Inc

Ian Manongdo
Los Angeles, CA
Jorge Ambriz
Los Angeles, CA
Matthew Nussbaum
Golden, CO
Ofer Ben-Menahem
Los Angeles, CA
Stephen Seo
Los Angeles, CA
Leanne Sindell
Los Angeles, CA
Jason Scott
Los Angeles, CA
Kenneth Malamed
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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