Link Cotham
CRD Number: 4175688Current Firm: United Planners' Financial Services Of America A Limited Partner
Link Cotham (CRD# 4175688) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 23 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Aug 2021 - Current | 2 |
| Communities Foundation Of Oklahoma | Oklahoma City, OK | Jun 2021 - Current | 2 |
| Irons, Inc. | Norman, OK | Jan 2018 - Current | 6 |
| Cotham Farms | Norman, OK | Aug 2007 - Current | 16 |
| Link Cotham | Norman, OK | Oct 2000 - Current | 23 |
| Ameriprise Financial Services Inc. | Norman, OK | Mar 2019 - Aug 2021 | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Ponca City, OK | Oct 2000 - Mar 2019 | 18 |
| Waddell & Reed, Inc. | Ponca City, OK | Apr 2000 - Mar 2019 | 18 |
| Ponca City Country Club | Ponca City, OK | Mar 2017 - Jan 2018 | < 1 |
| Ponca City Ymca | Ponca City, OK | Jan 2012 - Jan 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
- NE
- OK
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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