Ping Lin

Financial advisor at Schwab Wealth Advisory, Inc. · Walnut Creek, CA

Last updated 2026-10-10

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Ping Lin is a financial advisor at Schwab Wealth Advisory, Inc. in Walnut Creek, CA, CRD 7317499. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2026-10-05.

Registration

CRD number
7317499
Registration status
Active
IAPD registration
2026-10-05
Industry Experience
0 years
Work Experience
13 years
States registered
CA

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2020-11 to 2022-03 · TD Ameritrade · St. Louis, MO
  • 2013-04 to 2020-09 · College Student · New York, NY
  • 2022-01 to Present · Charles Schwab & Co., Inc. · Walnut Creek, CA

Current employment

SEC IAPD record for Ping Lin

Schwab Wealth Advisory, Inc.

Registered advisors
1,684
Offices
232
Clients per advisor
0.0 (Low)

Schwab Wealth Advisory, Inc.: advisors, services and reported ETF investments

About

Ping Lin is a financial advisor at Schwab Wealth Advisory, Inc. in Walnut Creek, CA. Reported securities licenses include Series 63 and Series 66. The latest record indicates less than 1 year of industry experience and 13 years of reported work history.

Schwab Wealth Advisory, Inc.'s firm-level Form ADV reports 1,684 advisors across 232 offices; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Portfolio Management: Businesses or Institutional Clients.

What this firm offers

Filed by Schwab Wealth Advisory, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients

Fee options

  • Other

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

Walnut Creek, CA

1 advisor at this office.

Schwab Wealth Advisory office in Walnut Creek, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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