Eric Wei ting Lin
Investment adviser representative at Investment Research Corp
10 yearsExperience
1 stateRegistered in
$76.3MFirm assets
54 yearsFirm in business
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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
Experience
10 years in the industry.
- Investment Research CorporationJan 2025 to now
- World Capital Brokerage, Inc.Jan 2025 to now
- Sky Vision InsuranceJul 2017 to now
- Sa Stone Investment Advisors Inc.Dec 2019 to Dec 2022
- Sa Stone Wealth Management Inc.Dec 2019 to Dec 2022
- Quest Capital Strategies, Inc.Apr 2018 to Dec 2019
- Twinstar RealtyMar 2018 to Dec 2024
- LPL Financial, LLCNov 2016 to Jul 2017
- Ctbc BankJan 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Investment Research Corp
$76.3MAssets managed
166Clients
15Advisers
54 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
- 5382970
- Firm CRD
- 108208