Kevin Lin
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Enterprise, LLCApr 2026 to now
- Sole Proprietor/insurance AgentJun 2016 to now
- Empirikal Partners LLCAug 2020 to Jan 2025
- Transamerica Financial Advisors, Inc.Oct 2019 to Aug 2020
- AXA AdvisorsApr 2018 to Aug 2018
- World Financial Group, Inc.Aug 2017 to Aug 2020
- New York LifeJun 2017 to Dec 2017
- K ForceMay 2017 to Apr 2018
- Simpson & Simpson LLPJan 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 6587422
- Firm CRD
- 8733