Lindy
Chan
Centric Advisors, LLC
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About this Advisor
Lindy Chan is a certified financial planner based in Mountain View, California, with a total of 3 years of industry experience. Chan is an employee of Centric Advisors, LLC. Their career trajectory has included roles at Hsbc, Hsbc Securities (Usa) Inc, Wells Fargo, Sierra Pacific Financial Advisor and Centric Advisors, LLC (Formerly Majors & Mondragon, LLC). Chan holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Centric Advisors, LLC is an advisory company based in Houston, TX. It has a total of 20 advisors. It manages $151 million in total assets between its 980 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 980 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. Centric Advisors, LLC provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees depend on the financial services. Fees billed by Centric Advisors, LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centric Advisors, LLC Brokerage Details
$150,624,731
20
980
$153,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lindy Chan Work History
Lindy has been registered as a financial advisor for 3 years.*
Centric Advisors, LLC (Formerly Majors & Mondragon, LLC)
Sierra Pacific Financial Advisor
Hsbc Securities (Usa) Inc
Wells Fargo
Hsbc
*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 Lindy Chan 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 Centric Advisors, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Mountain View, CA
Houston, TX
Houston, TX
Houston, TX
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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.
