Morgan Stanley
42yrs
Top advisor by experience in Cupertino
28yrs
Hsien Lin
Financial advisor at Kovack Advisors
Hsien Lin has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Cupertino, California. After six years at Western International Securities and three years at UBS Financial Services, Hsien joined Kovack Advisors in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 146 advisors with offices in Cupertino, and one of 137 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 19% by experience in Cupertino
OfficeCupertino, CA
FirmKovack Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$433,120
Advisors at the firm258
States licensed ?1 state
Services through Kovack Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowKovack Advisors, Inc.Current firm
- 2018 – 2025Western International Securities, Inc.Previously
- 2015 – 2018UBS Financial Services Inc.Previously
- 1998 – 2015MerrillPreviously
Contact Hsien
Cupertino, CAOffice · Get directions Firm main line(954) 782-4771Headquarters: Kovack Advisors · Fort Lauderdale, FL Firm websitekovackadvisors.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Hsien
Tailored to Hsien’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Hsien
How do I contact Hsien?
Call Kovack Advisors at (954) 782-4771 and ask for Hsien Lin. Hsien works from the Cupertino, CA office.
How long has Hsien been a financial advisor?
Hsien has been in the industry since 1998, about 28 years. Top 19% by experience in Cupertino.
What licenses does Hsien hold?
Series 66. Tap any license on this page to see what it allows.
Is Hsien a fiduciary?
Hsien is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Hsien paid?
Kovack Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Hsien for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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