Lori Ling-Chien Lin

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial
  San Diego, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  La Jolla, CA

Previous Registrations

• 2008-05-05 → 2023-09-01
  Osaic Services, Inc.
  San Diego, CA
  Phoenix, AZ
  La Jolla, CA
• 2008-05-06 → 2011-08-22
  B & C Wealth Management
  San Diego, CA

Other Businesses

1) LORI LIN POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2009 ADDRESS: 7445 Girard Avenue #10, La Jolla CA 92037, United States DESCRIPTION: review client's need for Term insurance or UL insurance needs, runs quotes and provides the application if they want the insurance. 2) LORI L. LIN INVESTMENTS, INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2010 ADDRESS: 7445 Girard Avenue #10, La Jolla CA 92037, United States DESCRIPTION: Set up S Corp for income tax purposes. Using it to pass through income to lower tax liability with IRS. I do not market corporation to the public.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-30
• S63 Uniform Securities Agent State Law Examination
  2004-07-06

Other Names

• Lori Ling-Cuien Lin