XL
CFA
XL
CFA

Xun Lin

6 Years of Experience
New York, NY

Xun Lin is a CFA-designated registered investment advisor at Public Resources Advisory Group, based in New York, NY, with 6 years of industry experience. Xun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
10 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
One-Time Plan:$10,000 - $125,000
Hourly Rate:$50 - $450/hr
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Location

39 Broadway, Suite 1210, New York, NY, 10006

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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

Xun works as a real estate salesperson for Winzone Realty Home Inc., buying, selling, and renting properties since January 2024. This activity requires a few hours per week and is not investment-related.

Employment History
Current Registrations
Public Resources Advisory Group
July 2019 - Present · 6 yrs 10 mos
State Registrations2 states
NYPA
Advisor

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.