Joseph Linton, financial advisor Glenside PA

Joseph Linton

CRD Number: 1463878
Current Firm: Kestra Advisory Services, LLC

Joseph Linton (CRD# 1463878) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Glenside, PA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Advisory Services, LLC Glenside, PA Apr 2016 - Current 7
Kestra Investment Services, LLC Glenside, PA Oct 2000 - Current 23
National Life Of Vt Philadelphia, PA Sep 1984 - Current 39
Nfp Securities, Inc. Austin, TX Oct 2000 - Apr 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Joseph R. Linton
Phone Number: 8445537872
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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