Sharon Ching Hua Lin

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2019 → Present
  Voice One Training
  San Francisco, CA
• 09/2018 → 02/2019
  Em Marketing
  Redwood City, CA
• 01/2018 → 08/2018
  Voice One School
  San Francisco, CA
• 09/2017 → 12/2017
  Appdiff
  San Francisco, CA
• 03/2016 → 06/2017
  Redcley
  Seattle, WA
• 07/2017 → 08/2017
  Unemployed
  Emeryville, CA
• 09/2019 → Present
  New York Life Insurance Company
  San Ramon, CA
• 03/2020 → Present
  Nylife Securities, Llc
  San Ramon, CA
• 09/2023 → Present
  Eagle Strategies Llc
  San Ramon, CA

Other Businesses

[Rental Property; 100% Owner; 8234 15th Ave NE, Seattle, WA 98115; Rental Income; real estate related; 0 hours per month; sole proprietorship] [Voiceover Work; Independent Contractor; 2001 Addison Street, Berkeley, CA 94704; start date 03/2019; independent contractor; Fees; 8 hours per month, 0 during business hours; I audition for voiceover gigs a few times a month; non-investment related]

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-31

Designations

• Chartered Financial Analyst