Investlinc Wealth Services
Investlinc Wealth Services (CRD# 122031) is a financial advisory firm headquartered in Anaheim, CA. They manage $34,536,513 in 136 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts136ACCOUNTS
Average Account Value$253,945
- 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
- Selection of other advisers (including private fund managers)
Michael Waldow (CRD# 1472459) is an Investment Advisor Representative working at Investlinc Wealth Services in Anaheim, CA and has over 26 years of experience in the finance industry. Michael Waldow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
West Cohan (CRD# 6029969) is an Investment Advisor Representative working at Investlinc Wealth Services in Anaheim, CA and has over 3 years of experience in the finance industry.