Chien-Liang Lin

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Parsippany, NJ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Parsippany, NJ

Other Businesses

Outside Employment; Outside Employment; NYCTCM; Other; 200 Old Country RoadSuite 501Mineola, NY11501, , ** not provided **, N/A, 00000; Not Investment-Related; 12/02/2018; 0 during trading hours; 1 to 9 hours per month / Outside Employment; Nemacolin Holistic Healing Center; Other; 1001 Lafayette Dr, , Farmington, PA, 15437; Not Investment-Related; 02/01/2022; 0 during trading hours; 1 to 9 hours per month / Outside Employment; Lotus Professional College; Other; 8935 Patterson Ave., , Richmond, VA, 23229; Not Investment-Related; 06/14/2023; 0 during trading hours; 10 to 19 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-01
• S63 Uniform Securities Agent State Law Examination
  2001-10-13

Other Names

• Chien Lin
• Chien Liang Lin