Investlinc Wealth Services

Investlinc Wealth Services (CRD# 304929) is a financial advisory firm headquartered in Brea, CA. They manage $77,774,785 in 486 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

10 Pointe Dr., Suite 150, Brea, CA 92821

https://www.investlincadvisors.com

By the Numbers

Total Assets Under Management

78

MILLION
Total Number of Accounts

486

ACCOUNTS
Average Account Value

$160,030

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

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Investlinc Wealth Services

Showing 1 - 2 of 2 top financial advisors.

West A. Cohan

CRD#: 6029969

10 Pointe Dr., Suite 150, Brea, CA 92821

West Cohan (CRD# 6029969) is an Investment Advisor Representative working at Investlinc Wealth Services in Brea, CA and has over 10 years of experience in the finance industry.

Rick R. Emmett

CRD#: 4573986

10 Pointe Dr., Suite 150, Brea, CA 92821

Rick Emmett (CRD# 4573986) is an Investment Advisor Representative working at Investlinc Wealth Services in Brea, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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