Zhaoxia Lin (CRD# 7637788) is an Investment Advisor Representative working at Rwm Capital, LLC in Sugar Land, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rwm Capital, LLC | Sugar Land, TX | Apr 2023 - Current | 1 |
| Western & Southern Life | Houston, TX | Aug 2022 - Current | 1 |
| W&s Brokerage Services | Cincinnati, OH | Sep 2022 - Jan 2023 | < 1 |
| Holiday Inn Nrg Medical Cneter | Houston, TX | Dec 2021 - Aug 2022 | < 1 |
| University Of Houston | Houston, TX | Jul 2019 - Dec 2021 | 2 |
| Shanghai Second Sport School | Shanghai, | Jul 2012 - Jul 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- TX
-
Total Assets Under Management108MILLIONS
-
Total Number of Accounts1,585ACCOUNTS
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Average Account Value$68,097
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, FL, IN, LA, MS, NH, TX
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