Raymond James & Associates
45yrs
Top advisor by experience in Vancouver
16yrs
Michael Lin
Financial advisor at LPL Financial
Based in Vancouver, Washington, Michael Lin is a fiduciary financial advisor with 16 years of industry experience. Michael joined LPL Financial in 2025, after four years at Cuso Financial Services and three years at Wells Fargo Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 513 advisors with offices in Vancouver, and one of 489 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 56% of advisors in Washington
Office805 NE 98th Circle Suite 106, Vancouver, WA 98665
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 ?2 states
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
- May 2025 – nowLPL Financial LLCCurrent firm
- 2021 – 2025Cuso Financial Services, L.P.Previously
- 2017 – 2020Wells Fargo Clearing Services, LLCPreviously
- 2014 – 2016Key Investment Services LLCPreviously
- Oct 2012 – Jun 2014J.P. Morgan Securities LLCPreviously
- Sep 2011 – Oct 2012Chase Investment Services Corp.Previously
Contact Michael
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Michael. 805 NE 98th Circle Suite 106Vancouver, WA 98665Office · Get directions Facebook pageLPL Financial
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Questions to ask Michael
Tailored to Michael’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call LPL Financial at (704) 733-3300 and ask for Michael Lin. Michael works from the Vancouver, WA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2010, about 16 years. More experience than 56% of advisors in Washington.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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