Allan LinkeCRD Number: 1432707
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Allan Linke (CRD# 1432707) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 32 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Bank Of America, Na||Stamford, CT||Sep 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith In||Stamford, CT||Sep 1985 - Current||32|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Stamford, CT||Sep 1983 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
|S65||NASAA Investment Advisors Law Examination||Jan 1994|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)