Eric Wei Ting Lin

Investment Research CORP

10 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance Planning

Investment Research CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

177 clients

Average Client Portfolio

$358K average

Assets Under Management

$63.4M

Fee Structure

Location

1636 North Logan Street, Denver, CO, 80203

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History

Regulatory History (1)

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Employment Separation After Allegations

July 2017

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Other Business ActivitiesSells Insurance

Eric refers property & casualty, commercial, and health insurance to Sky Vision Insurance, and writes life insurance contracts, dedicating a few hours per week. He also works as an Investment Advisor Representative for Investment Research Corporation, providing investment advice and portfolio management, taking about half of his time.