Honu Wealth Management
33yrs
Top advisor by experience in Sunnyvale
22yrs
Lan Lin
Financial advisor at LPL Financial
Lan Lin has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Sunnyvale, California. After a year at Strategic Wealth Advisors Group and less than a year at Associated Securities, Lan joined LPL Financial in 2009, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 71 advisors with offices in Sunnyvale, and one of 65 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 20% by experience in Sunnyvale
Office710 Lakeway Dr Suite 250, Sunnyvale, CA 94085
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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.
Career
- 2009 – nowLPL Financial LLCCurrent firm
- Apr 2009 – Dec 2009Strategic Wealth Advisors GroupPreviously
- Mar 2009 – Sep 2009Associated Securities Corp.Previously
- Mar 2009 – Oct 2009Associated Planners Investment Advisory Inc.Previously
- 2006 – 2009Investment Advisors International, Inc.Previously
Contact Lan
710 Lakeway Dr Suite 250Sunnyvale, CA 94085Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Lan
Tailored to Lan’s registration and firm.
- 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?
- 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 Lan
How do I contact Lan?
Call LPL Financial at (704) 733-3300 and ask for Lan Lin. Lan works from the Sunnyvale, CA office.
How long has Lan been a financial advisor?
Lan has been in the industry since 2004, about 22 years. Top 20% by experience in Sunnyvale.
What licenses does Lan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Lan a fiduciary?
Lan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Lan 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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