KL
KL

Kevin Lin

18 Years of Experience
New York, NY
Broker

Kevin Lin is a registered investment advisor at Cetera Investment Advisers LLC, based in New York, NY, with 18 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1430 Broadway, Suite 700, New York, NY, 10018

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kevin is the Vice President and one-third owner of 25 West 29th Street Realty Corp, where he collects and processes rent and handles accounting. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
June 2015 - June 2019 · 4 yrs
Foresters Financial Services, INC.Broker
November 2007 - June 2019 · 11 yrs 7 mos
State Registrations17 states
CACTDCDEFLGALAMDMSNCNJNVNYPASCVAVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.