Adviser and broker representative · LPL Financial LLC
Terry M. Lin
CRD 4227017 · South Pasadena, CA
At a glance
Terry M. Lin is an investment adviser representative with LPL Financial LLC in South Pasadena, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Terry’s SEC record dates to 2021, about 5 years ago. Terry is also registered as a broker representative.
Current advisory firm
- LPL Financial LLCSince September 2021South Pasadena, CA · $819B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Terry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at LPL Financial LLC
- Richard S. LousararianSouth Pasadena
- Ronald A. TanakaSouth Pasadena · Certified Financial Planner
- Samuel M. AamotBeverly Hills
- Patrick E. AaronCanonsburg
- Ashraf M. AbadirBloomingdale
- Fred D. AbajeloSan Jose
- Peter AbbateLakeland
- Hunter R. AbbeWaco
Every advisor at LPL Financial LLC →LPL Financial LLC: assets, clients and custodians →LPL Financial news, moves and payouts →Financial advisors in South Pasadena, CA →Every LPL Financial LLC advisor in South Pasadena →Advisor Moves: who changed firms this week →