Michelle
Lin
Blue Sky Capital Consultants Group, Inc
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About this Advisor
Michelle Lin is a financial advisor based in Poway, California, working with Blue Sky Capital Consultants Group, Inc. Michelle has previously held positions at Capital Financial Consultants Group, Inc, Independent Financial Group, and Blue Sky Capital Consultants Group, Inc. Michelle has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Michelle is part of Blue Sky Capital Consultants Group, Inc, which operates out of Poway, California. The firm has 3 employees and manages assets totaling $193.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Blue Sky Capital Consultants Group, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Blue Sky Capital Consultants Group, Inc Brokerage Details
$193,379,408
3
1,241
$155,825
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Michelle Lin Work History
Blue Sky Capital Consultants Group, Inc
Capital Financial Consultants Group, Inc
Blue Sky Capital Consultants Group, Inc
Independent Financial Group
Capital Financial Consultants Group, Inc
Independent Financial Group
Disclosures
Please visit the SEC profile of Michelle 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 Blue Sky Capital Consultants Group, Inc
Poway, CA
Poway, CA
Poway, CA
Poway, CA
Poway, CA
Poway, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
