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Felix Tser-Chun Lin

BEACON POINTE ADVISORS, LLC·NEWPORT BEACH, California
Unclaimed Profile
24 CORPORATE PLAZA, NEWPORT BEACH, CA 92660CRD# 4404030Firm CRD# 119290
01

About

Felix Tser-Chun Lin is a registered financial advisor based in NEWPORT BEACH, California, affiliated with BEACON POINTE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BEACON POINTE ADVISORS, LLC
BEACON POINTE ADVISORS, LLC
AUM
$31.3B
Regulatory assets under management
Employees
500
Total firm employees
View all advisors at BEACON POINTE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4404030
Firm CRD# 119290
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Felix Tser-Chun Lin offer?
Felix Tser-Chun Lin specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Felix Tser-Chun Lin's credentials?
Felix Tser-Chun Lin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Felix Tser-Chun Lin located?
Felix Tser-Chun Lin is based in NEWPORT BEACH, California, working with BEACON POINTE ADVISORS, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Felix Tser-Chun Lin charge for services?
Felix Tser-Chun Lin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEACON POINTE ADVISORS, LLC?
BEACON POINTE ADVISORS, LLC has approximately 500 employees and manages $31.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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