ROCKY LIN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with BEACON POINTE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | 2011-11-04 | present | Yes |
| BEACON POINTE WEALTH ADVISORS, LLC | 2011-09-16 | 2020-04-27 | — |
| EXCELCIA FINANCIAL GROUP, LTD. | 2010-10-20 | 2011-10-31 | — |
| EXCELCIA CAPITAL MANAGEMENT, LLC | 2008-04-02 | 2010-11-04 | — |
| AFA ADVISOR SERVICES LLC | 2007-07-11 | 2010-04-29 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2004-10-04 | 2005-10-20 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2003-10-29 | 2004-05-03 | — |