Lin Edwards is a registered investment advisor at Wells Fargo Advisors, based in Lakeway, TX, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2806 Flintrock Trace, Suite 103, Lakeway, TX, 78738
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lin has 100% ownership in Monarch Wealth Management Inc. and serves as trustee for the same entity, dedicating full-time hours to both roles.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Choice Investments, INC.Broker
Painewebber IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations18 states
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