Sharon Ching hua Lin
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$32BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Eagle Strategies LLCSep 2023 to now
- Nylife Securities, LLCMar 2020 to now
- New York Life Insurance CompanySep 2019 to now
- Voice One TrainingMar 2019 to now
- Em MarketingSep 2018 to Feb 2019
- Voice One SchoolJan 2018 to Aug 2018
- AppdiffSep 2017 to Dec 2017
- UnemployedJul 2017 to Aug 2017
- RedcleyMar 2016 to Jun 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2021083
- Firm CRD
- 110826