Stephen Chambers, financial advisor Southlake TX

Stephen Chambers

CRD Number: 4678009
Current Firm: Linch Financial, LLC

Stephen Chambers (CRD# 4678009) is an Investment Advisor Representative working at Linch Financial, LLC in Southlake, TX and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Verity Medical Services Frisco, TX Apr 2017 - Current 6
Retirement Rescue Advisors LLC Plano, TX Mar 2015 - Current 9
Linch Financial, LLC Frisco, TX Oct 2013 - Current 10
Chambers Financial Frisco, TX Jun 2005 - Current 18
Mutual Of Omaha Formerly Retirement Marketing Services Frisco, TX Jan 2008 - Jan 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephen L. Chambers
Phone Number: 817-442-5835
Registered State(s):
  • TX
Current Firm Details
Linch Financial, LLC
Firm's CRD Number: 168464
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $444,130
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

TX

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