Chien-Liang Lin
Chien-Liang Lin is a registered investment advisor at Ameriprise Financial Services, LLC, based in Parsippany, NJ, with 24 years of industry experience. Chien-Liang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
4 Century Dr Ste 120, Parsippany, NJ, 07054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chien-Liang has outside employment with NYCTCM since 2018, Nemacolin Holistic Healing Center since 2022, and Lotus Professional College since 2023. These activities are not investment-related and take up a few hours per week for the first two and about 10-20% of his time for the last one.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Wma Securities, INC.Broker
State Registrations8 states
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