Claudia Lin (CRD# 6855097) is an Investment Advisor Representative working at Trilogy Capital, Inc. in West Covina, CA and has over 5 years of experience in the finance industry. Claudia Lin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Trilogy Capital | West Covina, CA | Apr 2018 - Current | 6 |
Trilogy Financial | West Covina, CA | Apr 2018 - Current | 6 |
Winjet Automotive | City Of Industry, CA | Aug 2017 - Apr 2018 | < 1 |
Tweed Financial Services | San Marino, CA | Aug 2017 - Mar 2018 | < 1 |
Self Employed | Doulin City, | Jul 2015 - Jul 2017 | 2 |
Minor- Unemployed | Doulin City, | Apr 2008 - Jun 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- CA
- TX
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Total Assets Under Management1,887MILLIONS
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Total Number of Accounts18,469ACCOUNTS
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Average Account Value$102,168
- A percentage of assets under your management
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