Chiapei Lin is a registered investment advisor at Cetera Investment Advisers LLC, based in Campbell, CA, with 8 years of industry experience. Chiapei 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
Firm Size
IM Fee
Assets Under Management
Location
42 West Campbell Ave, Third Floor, Campbell, CA, 95008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chiapei is a member of 42 W Campbell JY, LLC, overseeing a property manager for a rental real estate building since 2021, and a referring advisor for JY WealthCare, LLC since 2017. These activities require minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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