Michael Lin is a registered investment advisor, based in San Ramon, CA, with 21 years of industry experience.
Location
111 Deerwood Road, Suite 250, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a Private Wealth Advisor at New Insight Wealth Advisors since January 2022, dedicating full-time hours. He also owns Michael Lin Workshop, a video and media production company, taking minimal time, and is a Registered Representative at Purshe Kaplan Sterling Investments, taking about 10-20% of his time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
New Insight Wealth Advisors
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.