Xun Lin is a CFA-designated registered investment advisor at Public Resources Advisory Group, based in Elmhurst, NY, with 7 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
Firm Size
IM Fee
Fee Structure
- Project-based municipal advisory services — $10,000 to $125,000 depending on the complexity of the engagement, size of the investment, time required, and level of responsibility
- Hourly consulting — $50 to $450 per hour depending on the professional level of the individual providing the service
Location
Elmhurst, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
State Registrations1 state
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Exams
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