Chia-Ying Lin

Current Employers

Employment History

• 12/2014 → 12/2017
  Golden Foundation Advisors, Llc
  Pasadena, CA
• 10/2017 → Present
  American Vision Advisors Llc
  Pasadena, CA

Previous Registrations

• 2015-03-10 → 2017-12-16
  Golden Foundation Advisors Llc
  Pasadena, CA
• 2010-09-30 → 2012-11-16
  Comerica Securities
  South Pasadena, CA
  Detroit, MI
  South Pasadena, CA
• 2007-05-29 → 2010-01-21
  Citigroup Global Markets Inc.
  Rosemead, CA
  Monrovia, CA
  Pasadena, CA
  Monrovia, CA
  Temple City, CA
• 2006-05-12 → 2007-05-29
  Citicorp Investment Services
  Temple City, CA
• 2004-10-29 → 2005-08-02
  Citicorp Investment Services
  Temple City, CA

Other Businesses

Stephanie Lin is an independent licensed insurance agent. Additionally, Stephanie Lin is a principal of American Vision Capital, LLC (a separate entity from AVA) that offers Consulting Services (strategy, marketing, organization, operations, technology, and mergers & acquisitions) and Real Estate and Development Services (owning and managing office and industrial properties, medical office buildings and multi-family communities). From time to time, she will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. American Vision Advisors LLC always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of American Vision Advisors LLC in such individual's capacity as an insurance agent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-28
• S63 Uniform Securities Agent State Law Examination
  2002-12-27

Other Names

• Stephanie Lin