LJ
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
11 advisors
Number of Clients
131 clients
Average Client Portfolio
$564.9M average
Assets Under Management
$74.0B
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Advisor Information
Office location
7272 Wisconsin Avenue, 21st Floor, Bethesda, MD, 20814
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lina provides travel planning services through Luxury Travel Co, MD, since June 2023. This activity is not investment-related.
Employment History
Current Registrations
Profunds Distributors, INC.
May 2024 - Present · 1 yr 8 mos
Profunds Distributors, INC.Broker
May 2024 - Present · 1 yr 8 mos
Proshare Advisors LLC
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2021 - June 2023 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2021 - June 2023 · 2 yrs 3 mos
Charles Schwab & Co., INC.
December 2020 - March 2021 · 3 mos
Charles Schwab & Co., INC. Broker
May 2020 - March 2021 · 10 mos
State Registrations2 states
CAMD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.