Jeffrey Link, financial advisor Raleiegh NC

Jeffrey Link

CRD Number: 2739333
Current Firm: Guardian Wealth Advisors, LLC

Jeffrey Link (CRD# 2739333) is an Investment Advisor Representative working at Guardian Wealth Advisors, LLC in Raleiegh, NC and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Wealth Advisors, LLC Raleigh, NC Apr 2020 - Current 3
Aptus Capital Advisors, LLC Fairhope, AL Feb 2019 - Apr 2020 1
Gordon Asset Management, LLC Durham, NC Dec 2015 - Feb 2019 3
Triad Advisors, Inc. Norcross, GA Feb 2010 - Dec 2015 5
Guardian Capital Advisors, LLC Raleigh, NC Feb 2010 - Dec 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Jeffrey D. Link
Phone Number: 919-874-1900
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,351
    MILLIONS
  • Total Number of Accounts
    3,119
    ACCOUNTS
  • Average Account Value
    $433,047
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, GA, LA, MA, MN, MS, NC, NH, PA, SC, TN, TX, VA

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