David
Lin
Clifford Swan Investment Counselors
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About this Advisor
David Lin is a financial advisor based in Pasadena, California, working with Clifford Swan Investment Counselors. David has previously held positions at Clear Shore Group, Business Planning Stages For Starting A Firm, Lombardia Capital Partners, and Clifford Swan Investment Counselors. David is registered to provide services in California. Currently, David is part of Clifford Swan Investment Counselors, which operates out of Pasadena, California. The firm has 1 office and 31 employees. The firm manages assets totaling $3.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Clifford Swan Investment Counselors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clifford Swan Investment Counselors Brokerage Details
$3,848,216,402
31
2,531
$1,520,433
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
David Lin Work History
Clifford Swan Investment Counselors
Clear Shore Group
Business Planning Stages For Starting A Firm
Lombardia Capital Partners
Disclosures
Please visit the SEC profile of David Lin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clifford Swan Investment Counselors
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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