Rex Linkenbach (CRD# 2521282) is an Investment Advisor Representative working at Invicta Advisors LLC in Monroeville, PA and has over 29 years of experience in the finance industry. Rex Linkenbach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invicta Advisors LLC | Monroeville, PA | Nov 2018 - Current | 5 |
| Invicta Capital LLC | Monroeville, PA | Nov 2018 - Current | 5 |
| Trustmont Financial Group, Inc. | Greensburg, PA | Jul 2017 - Nov 2018 | 1 |
| Trustmont Advisory Group, Inc. | Greensburg, PA | Jul 2017 - Nov 2018 | 1 |
| Princor Financial Services Corporation | Des Moines, IA | Jul 1994 - Jul 2017 | 23 |
| Principal Mutual Life Insurance | Des Moines, IA | Jan 1994 - Jul 2017 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
- OH
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Total Assets Under Management192MILLIONS
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Total Number of Accounts1,192ACCOUNTS
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Average Account Value$161,311
- 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
CT, DE, FL, IL, LA, MI, NJ, OH, PA, TX, VT, WA, WV
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