Sunnyvale, CA Lakeway Dr Office

Lan Lin is a financial advisor with LPL Financial in Sunnyvale, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Lin has been with LPL Financial since 2009. In addition to advisory services, Lin is involved with Polaris Advisory, which provides non-variable insurance products including life, health, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Tam Thanh Le is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Polaris Advisory Inc, San Jose State University, PremierOne Credit Union, Citibank, and Victoria’s Secret. Outside of his advisory role, he owns businesses involved in Amazon and eBay reselling. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and technology solutions.

Yuenman Mak is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2009. Based in Sunnyvale, CA, he holds the Series 66 designation and has a background in non-variable insurance, including health, fixed life, disability, and long-term care products. Mak is involved in insurance agency activities through Polaris Advisory, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and model portfolio management supported by proprietary and third-party research.