Peter
Lin
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Peter Lin is a financial advisor based out of Los Angeles, California, with a total of 1 year of industry experience. Lin is on the advisory team at Wealth Enhancement Advisory Services, LLC. During their career, Lin has held roles at Robert Half International, Snowden Account Services, Inc, Snowden Capital Advisors, Wealth Enhancement Group, Wealth Ehnancement Advisory Services, Investcloud and Oakwood Capital Management LLC. Lin has Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in California. Wealth Enhancement Advisory Services, LLC is a financial advisory company operating out of Minneapolis, MN. It controls $56 billion in assets under management across its 128,050 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 128,050 customer accounts, 27% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services largely are based on which services the firm provides the client. Fee types charged by Wealth Enhancement Advisory Services, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$56,392,714,492
128,050
$440,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Peter Lin Work History
Peter has been registered as a financial advisor for 1 years.*
Wealth Enhancement Group
Wealth Ehnancement Advisory Services
Oakwood Capital Management LLC
Investcloud
Snowden Account Services, Inc
Snowden Capital Advisors
Robert Half International
*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 Peter 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 Wealth Enhancement Advisory Services, LLC
Itasca, IL
Minneapolis, MN
Minneapolis, MN
Walnut Creek, CA
Minneapolis, MN
Minneapolis, MN
Green Bay, WI
Charlotte, NC
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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