Jack Linder, financial advisor Plano TX
93 score

Jack Linder

CRD Number: 1015860
Current Firm: Transamerica Financial Advisors, Inc.

Jack Linder (CRD# 1015860) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Jd Linder Properties, LLC Lampasas, TX May 2014 - Current 2
Transamerica Financial Advisors, Inc. Plano, TX Jan 2012 - Current 4
Linder Financial Group Lampasas, TX Jul 2007 - Current 9
Four Jacks Properties Lampasas, TX Apr 2005 - Current 11
World Financial Group Plano, TX Jun 2001 - Current 15
Four Jacks Ranch Lampasas, TX Nov 1997 - Current 19
Investment Advisors International Duluth, GA Jul 2006 - Jan 2012 5
World Group Securities, Inc. Duluth, GA Apr 2002 - Jan 2012 9
Innergy Lending Lampasas, TX May 2006 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1981
Contact Info for Jack D. Linder
Phone Number: 727-299-1800
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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