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Roy Chia jen Lin

Investment adviser representative at RBC Securities, Inc.
11 yearsExperience
3 statesRegistered in
CFADesignation
$1.5BFirm 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 assetsOther

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. RBC Securities, IncJul 2026 to now
  2. U.S. Bancorp Advisors, LLCMar 2015 to Jul 2026

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 3 states (CA, NV, NY).

RBC Securities, Inc.

$1.5BAssets managed
1,451Clients
123Advisers
16 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
6114408
Firm CRD
103705
Advisor's SEC record (opens in a new tab)
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