Hui yao kelly Lin

from Legacy Edge Advisors
SEC regulated
Regulated Investment Advisor
Hui yao kelly Lin is a financial advisor based in New York, Syosset, with 26 years of experience. Hui yao kelly currently works for Legacy Edge Advisors. Hui yao kelly maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Hui yao kelly Lin works at Legacy Edge Advisors
Legacy Edge Advisors is a financial advisory firm based in Syosset, New York. It currently has approximately $614,257,369 of assets under management and employs about 10 people. Legacy Edge Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
485 Underhill Blvd., Suite 100, Syosset, New York, 11791

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