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Benjamin Bing Yin

Investment adviser representative at Generational Financial Partners, LLC
16 yearsExperience
1 stateRegistered in
ChFC®Designation
$0Firm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Genfidi, LLCSep 2020 to now
  2. Generational Financial Partners, LLCFeb 2016 to now
  3. Eagle Strategies LLCFeb 2015 to Aug 2026
  4. New York Life Insurance CompanyAug 2010 to Aug 2026
  5. Nylife Securities LLCAug 2010 to Aug 2026

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (GA).

Generational Financial Partners, LLC

$0Assets managed
0Clients
7Advisers
Under 1 yearIn 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
5835533
Firm CRD
343503
Advisor's SEC record (opens in a new tab)
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