Carolyn LinkCRD Number: 1347030
Current Firm: Wells Fargo Advisors Financial Network, LLC
Carolyn Link (CRD# 1347030) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Saint Louis, MO and has over 32 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Wells Fargo Clearing Services, LLC||St. Louis, MO||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||St. Louis, MO||Nov 2010 - Nov 2016||6|
|Adp Inc.||St. Louis, MO||Jul 2009 - Nov 2010||1|
|Adp Broker Dealer||Florham Park, NJ||Jul 2009 - Nov 2010||1|
|Unemployed||St Louis, MO||Jan 2009 - Jul 2009||< 1|
|Metlife Securities,inc.||St. Louis, MO||Dec 2005 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management42,504MILLIONS
Total Number of Accounts142,401ACCOUNTS
Average Account Value$298,482
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, 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, WY