Rebecca Lin
Rebecca Lin is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Memphis, TN, with 10 years of industry experience. Rebecca is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
889 Ridge Lake Blvd, Memphis, TN, 38120
Get directionsHistory
Regulatory History (1)
Financial
August 2024Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Brookstone Capital Management LLC
Gradient Advisors, LLC
Lexington Investment Counsel
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
USA Tax & Insurance Services, INC.
MML Investors Services, INC.Broker
State Registrations1 state
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
More Advisors
- John StokesRaymond James & Associates, INC.
- Anneliese Watts, CFPRaymond James & Associates, INC.
- David RainsRaymond James & Associates, INC.
- Phillip CookRaymond James & Associates, INC.
- Edward KrausnickRaymond James & Associates, INC.
- Robert ShyRaymond James & Associates, INC.