South Pasadena, CA 1119 Fremont Ave Office

Terry Lin is a financial advisor with LPL Financial in South Pasadena, CA, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Prior to joining LPL Financial in 2020, he worked at East West Bank for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ronald Tanaka is a CFP®-designated financial advisor with LPL Financial, bringing 41 years of industry experience. He has worked at LPL Financial since 2020 and previously served at Independent Financial Group Inc and Hagerty Stewart & Associates, LLC. He has also operated a non-variable insurance business since 1982 in South Pasadena, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations through a national network of advisers. The firm offers various advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.