Richard LindenCRD Number: 5138711
Current Firm: Southstate Advisory, Inc.
Richard Linden (CRD# 5138711) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Columbia, SC and has over 13 years of experience in the finance industry.
Janney Montgomery Scott LLC
Independent Advisor Alliance, LLC
Wells Fargo Clearing Services, LLC
|South State Advisory||Columbia, SC||Jan 2020 - Current||2|
|Synovus Securities, Inc.||Columbia, SC||Jan 2016 - Jan 2020||4|
|Synovus Trust Company||Columbia, SC||Jan 2014 - Jan 2020||6|
|Wells Fargo Advisors LLC||Charleston, SC||Jun 2009 - Jan 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Total Assets Under Management2,785MILLIONS
Total Number of Accounts360ACCOUNTS
Average Account Value$7,735,816
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
FL, GA, NC, NY, SC, TX, VA
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