Skip to content

Julie LinFinancial advisor in Milpitas, CA

Julie Lin is a financial advisor in Milpitas, CA.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Milpitas, CA0 paid placements in any rankingHow we rank

Call (510) 573-6790Website ↗

Key facts

Key facts about Julie Lin
Phone(510) 573-6790
Websiteagents.worldfinancialgroup.com

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category

Service area

Serves Milpitas and 11 towns within 25 miles: Alum Rock, San Jose, Santa Clara, Sunnyvale, Fremont, Communications Hill, Campbell, Newark, Cupertino, Mountain View and Los Altos.

Based in Milpitas, CAView on map

Questions about Julie Lin

What areas does Julie Lin serve?

Serves Milpitas and 11 towns within 25 miles: Alum Rock, San Jose, Santa Clara, Sunnyvale, Fremont, Communications Hill, Campbell, Newark, Cupertino, Mountain View and Los Altos. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Julie Lin?

Call Julie Lin on (510) 573-6790. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Julie Lin? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile