Lan Lin

Current Employers

Employment History

• 09/2009 → Present
  Lpl Financial, Llc
  Sunnyvale, CA

Previous Registrations

• 2009-04-01 → 2009-12-11
  Strategic Wealth Advisors Group
  San Jose, CA
• 2009-03-13 → 2009-10-13
  Associated Planners Investment Advisory Inc
  San Jose, CA
• 2009-03-13 → 2009-09-08
  Associated Securities Corp.
  San Jose, CA
  San Mateo, CA
• 2006-08-15 → 2009-03-17
  Investment Advisors International, Inc.
  Alviso, CA

Other Businesses

(1) 3/11/2013: NON-VARIABLE INSURANCE DBA - POLARIS ADVISORY - SELLING LIFE, HEALTH, DI, LONG TERM CARE & FIXED ANNUITIES. - TIME SPENT 30% - SUNNYVALE, CA. (2) 11/26/2013 - POLARIS ADVISORY, INC - NON-VARIABLE INSURANCE DBA - POLARIS FINANCIAL & INSURANCE SERVICES - SELLING LIFE, HEALTH, DI, LONG TERM CARE & FIXED ANNUITIES. - 30% OF TIME SPENT - SUNNYVALE, CA (3) 05/05/2023 - Polaris Advisory Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 02/01/2013 - 160 Hours Per Month/160 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-15
• S63 Uniform Securities Agent State Law Examination
  2004-09-14