Michael Link (CRD# 4643703) is an Investment Advisor Representative working at Commonwealth Financial Network in Bartlesville, OK and has over 4 years of experience in the finance industry.
CRD# 2587428
Archambo Financial Advisors, Inc.
CRD# 2196908
Lpl Financial LLC
CRD# 4632835
Perspective Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rodgers Link Financial Partners | Bartlesville, OK | Apr 2024 - Current | < 1 |
| Commonwealth Financial Network | San Diego, CA | Oct 2018 - Current | 5 |
| Caughell Rodgers Investments, LLC | Bartlesville, OK | Oct 2018 - Current | 5 |
| Purshe Kaplan Sterling Investments | Bartlesville, OK | Nov 2012 - Jan 2019 | 6 |
| Sutterfield Financial Group, Inc. | Bartlesville, OK | Feb 2016 - Dec 2016 | < 1 |
| Sutterfield Financial Group, Inc. | Bartlesville, OK | Jan 2004 - Dec 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2019 |
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- OK
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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