John Link (CRD# 2340086) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 31 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5583168
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Link Financial LLC | Overland Park, KS | Jun 2022 - Current | 2 |
Royal Fund Management, LLC | Overland Park, KS | Nov 2013 - Current | 10 |
Nexus Financial Group | Overland Park, KS | May 2019 - Jun 2022 | 3 |
Link Retirement & Financial Services | Overland Park, KS | Aug 1995 - Apr 2019 | 23 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1993 |
S65 | NASAA Investment Advisors Law Examination | Jul 1994 |
- KS
- TX
-
Total Assets Under Management1,362MILLIONS
-
Total Number of Accounts11,583ACCOUNTS
-
Average Account Value$117,573
- 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
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.